Latest memoAgriculture & Softs
Coffee: twenty months of consolidation against a record crop
Read
4 min read
Research
One question, answered in writing.
Public memos from the desk. Each one states the research question, the evidence, the risks, and where the desk lands. Client research stays private to the client it was written for.
This week
No memos published in the last seven days.
Archive
Energy
Natural gas: the comfortable number and the thin one
Oct 20, 20264 min readRead
Agriculture & Softs
Corn: 5.50 was rejected and the crop is doing the rest
Oct 20, 20264 min readRead
Agriculture & Softs
Soybeans: China is buying and the crowd is already long
Oct 20, 20264 min readRead
Metals
Copper: $7 is the normalisation level, the tariff decides what comes after
Oct 20, 20264 min readRead
Metals
Silver is paying for the rate trade, not for anything that changed
Oct 20, 20264 min readRead
Energy
Oil: the level broke before the catalysts did
Oct 20, 20264 min readRead
Client research is private.
Memos commissioned by a client stay in that client's workspace. What appears here is what the desk chose to publish.