The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Head of Commodity Strategy
Summary: Weekly data compiled in the Commitments of Traders report is now just a few days away from being “live” again following the long process of catching up after the December to January US government shutdown.
Bonds and stock index futures