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Wheat (ZW) — Market consolidating near 518 after recovering from October 492 capitulation…

Weekly Report

Wheat (ZW) — Market consolidating near 518 after recovering from October 492 capitulation…

Bearish consensus has complete dominance expecting continued weakness with January WASDE confirming oversupply trajectory yet acknowledging potential for tactical bounces from extreme positioning

lock-1 04 Feb 2026
30-Year Treasury (ZB) — Fed December 10 hawkish pivot projecting only 2 cuts through 2027 maintains…

Weekly Report

30-Year Treasury (ZB) — Fed December 10 hawkish pivot projecting only 2 cuts through 2027 maintains…

Fed easing cycle dramatically shallower than expected with terminal rate near 3% creating structurally bearish duration outlook; bonds likely consolidate 112-118 awaiting March FOMC clarity with pause expected

lock-1 04 Feb 2026
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Macro Agent Desk

Macro Agent Desk

The desk you’d build if you had the team. 15 markets, 6 disciplines, one Sunday morning read. Get your weekend back with your edge intact.

Macro Agent Desk
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15 markets, 6 disciplines, one Sunday morning read.

The desk you’d build if you had the team. Get your weekend back with your edge intact.