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Hedge funds are leveraging back up in a bit way as gross leverage is nearing its recent highs and net leverage has been surging over the last few months.

00:01 - 16/12/24

 

 

 

Visualizing the US crude oil and other petroleum products trade

 

Shelter remains the largest contributor to CPI gains y/y by quite a lot

       

 

Breadth is narrowing a bit here in the latest upward move

 

   

 

GS expects US Oil Production (lower) to increase with an increase of 5 rigs as well

 

                                    

 

 

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