Systematic flows shape commodity moves 📈 Fundamentals can explain why commodity markets move. Systematic positioning adds another layer, helping traders assess how those moves may evolve as quantitative strategies respond to changing prices. Kpler Financial Flows models and tracks systematic CTA strategies to estimate current positioning, key execution levels and potential future order flow. The framework is validated against major CTA benchmarks, public positioning data and observed market activity. Over the past quarter, the modelled CTA portfolio achieved a 0.901 correlation with major CTA benchmarks, alongside an approximately 0.89 correlation across the full historical sample. Analysis by Andrea Santiago, Director of data solutions (Financial flows) at Kpler. Request a demo:

This country is being systematically looted by foreign fraudsters. Take Ndumbe Ndumbe, from Cameroon. He managed to claim £180,000 in housing benefit over the years despite managing 6 Houses of Mulitple Occupancy in Greater Manchester, at least 2 of which paid rent directly into his account. Ndumbe was claiming up to £200 monthly in disability payments ON TOP OF THIS. For his 'mental health' and 'bad back'. Of course. Owing British taxpayers £200,000, he was then arrested on suspicion of rape. But of course he was released on bail. And of course they let him keep his passport. So of course he’s now fled to Cameroon. This sort of looting is now commonplace. Health tourists have racked up hundreds of millions in unpaid NHS bills. Almost 100,000 'asylum seekers' are living at the taxpayer's expense. £12 BILLION of Universal Credit welfare payments were paid to households with at least one foreign national last year. They are taking us for fools. Reform will end this madness. End all welfare for ALL foreign nationals immediately, and deport every illegal in Britain. Enough is enough.

🇺🇦🇷🇺 Russia has systematically knocked out all three remaining large steelworks in Ukraine, gutting the industrial backbone of the country. These plants generated 90% of remaining output and employed over 15,000 workers. Annual output had already plummeted from 21 million tons prewar to 7.4 million in 2025. August production crashed 57% year on year. September is set to drop even harder. An industry that sustained 5.5% of national GDP and generated over $6 billion in export earnings has effectively ceased to exist. Source: FT / Writer: Bri

BREAKING: Iran is systematically preparing to damage Trump's presidency through economic warfare, aimed at making him lose the November midterms, per a senior Iranian official in Tehran familiar with the matter. The plans include strikes on Gulf oil terminals to surge global energy prices by destroying the remaining Hormuz bypasses (Saudi Yanbu and Emirati Fujairah, total ~5.5M barrels a day), and targeting the support network behind the US-backed "shadow fleet" in the Strait to fully shut it down to zero from the current ~5M barrels a day. The official says the direct operational chain is: Crude → pump prices (2-4 week lag) → CPI → voter mood, and the economy being voters' top issue with under 3 months to go until the midterms. Majid Shakeri, the advisor to Iran's Parliament Speaker Ghalibaf, adds "Iran must raise the tension level, focused on oil, before the midterms, and fortunately America handed over the necessary pretext. Obviously, Iran will not wait for America's economic attack in a preemptive defense."

Russia is systematically targeting Ukraine's publishing industry, repeatedly attacking printing houses, publishing facilities, and book warehouses. In July alone, 1.5 million Ukrainian books were destroyed, with losses estimated in the hundreds of millions of hryvnias. During the July 19 attack, one printing house lost its production facilities along with more than 400,000 school textbooks. Other publishing businesses also sustained significant damage. I have instructed the Ministry of Culture, together with the Ministry of Finance, to prepare a state support mechanism for Ukraine's publishing sector. Despite the constraints on our budget, the Government will find a way to support Ukrainian publishers. We must help them restore operations, replenish public library collections, and preserve the strength of Ukraine's publishing industry.