Filter by Categories
Watch Series
The Great Game
Daily Post
Steno Signals
Free Content
Emerging Markets
Video
Energy Cable #62: Biden is selling crude straddles, while something is cooking in China

Energy Cable #60: Copper getting some help from China?

The Chinese moves toward larger fiscal deficits may be helpful for the energy- and industrial metal cases, but we still lack confirmation from the actual manufacturing cycle globally. Could the commodity complex be the macro case of 2024?

To read the full article, sign up for a 14-day FREE trial of the Premium plan.

EM by EM #3 – Copper comeback?

EM by EM #3 – Copper comeback?

In Q1, we had a long position in copper. However, since our exit, industrial metals have experienced a reversal, and most of the gains YTD have been wiped out. But could the copper story have another leg to it? In this piece, we will share our perspective combining the macro with the development from the relevant EM frontlines.

To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan.

Commodities Watch – What commodity super cycle?

Commodities Watch – What commodity super cycle?

The Chinese reopening has possibly been the most covered topic since its announcement in late 2022 – at least in financial circles. The awaited lifebuoy for the global economy, which the reopening consensually was thought to be, has yet to truly show up in prices of commodities essential in manufacturing. We prefer to stay long Industrial Metals (mainly Copper) relative to Energy.

To read the full article, sign up for a 14-day FREE trial of the Premium plan.


WELCOME TO STENO RESEARCH

Sign up to receive free weekly
newsletters and macro nuggets

We don’t spam! Read our privacy policy for more info.