Sunday Reading

Gold Longs Big, Stubborn So Far

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

• More: