Despite muted ETF flows and flat Western macro participation, positioning data shows Chinese Gold speculators pushing SHFE Gold to record highs, setting the stage for…
Markets continue to expect large-scale CTA buying activity in Gold markets, tallying up to a massive +20% of max size into this week’s NFP in…
Raising Aluminium and steel tariffs has driven Aluminium’s midwest premium to nearly instantly rise by nearly 25% of the LME3m benchmark price, TDS’ Senior Commodity…
Crude prices are rallying even as OPEC+ continues to bring crude Oil back to markets, TDS’ Senior Commodity Strategist Daniel Ghali notes. Gulf exports likely…
This is one of those moments where Gold markets are offering a gift, TDS’ Senior Commodity Strategist Daniel Ghali notes. Gold is ‘overbought but underowned’ in market…
CTAs will continue to sell crude and industrial metals (x-copper) in most scenarios for prices by this time next week. In the imminent term, CTA…
CTAs will still buy Gold regardless of any scenario this coming week. We expect imminent algo buying activity to persist and accelerate into NFP, potentially tallying up…
Crude markets only have a very narrow path towards higher prices. In the imminent term, CTA selling activity will weigh on price action into the OPEC…
CTAs will buy Gold in any scenario for prices over the coming week, TDS’ Senior Commodity Strategist Daniel Ghali notes. Gold positioned for breakout as algos and…
CTAs will sell WTI crude in any scenario for prices this week. This selling activity is likely to be less significant than that which we expect in…