Nothing crazy. The BOA CTA report is worth a look for positioning. Their Oil report is good for insight into crack spreads in Oil now. The ING video is 2 minutes long…
Contents:
Metals: BOA data says crowded but stubborn longs in Gold
Commodities: Energy outside of NG is getting even cheaper in EU
Geopolitics: Trump vs Harris video comment via ING
Macro: Focus on the upcoming jobs data. Europe needs to fire people
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