We are in many ways experiencing 2007 all over. The BoJ is considering a move on the policy rate, the ECB is in a hawkish denial, while the Fed is still the most sensible “pauser” of the three.
Hello, Andreas. You have intresting chart in you twitter. ISM and Oil net pos. I am researching oil dynamics and COT reports. How did you build net position? I've plot spread for non-comm and MM but haven't gotten that kind of chart. I also watched Tot_rep. I only plot spreads for WTI on NYMEX, but Positions in Brent and WTI on ICE are insignificant. I also counted with them, but still did not get such chart.
Hello, Andreas. You have intresting chart in you twitter. ISM and Oil net pos. I am researching oil dynamics and COT reports. How did you build net position? I've plot spread for non-comm and MM but haven't gotten that kind of chart. I also watched Tot_rep. I only plot spreads for WTI on NYMEX, but Positions in Brent and WTI on ICE are insignificant. I also counted with them, but still did not get such chart.