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: Hedge funds maintained an overall unchanged commodity exposure – measured in number of futures contracts – during the week to May 28. But the sector wasn’t unaffected by increased global growth worries.