The next move in power prices may start with a weather shift, grid constraint or outage. Permutable turns that information into signals for #energy traders. We’re excited to join @TotalEnergies On accelerator, applying our technology to power #markets. #EnergyTransition

French debt concern exceeds past crisis peaks as US worries ease, Permutable analysis finds Read our latest analysis over on @Street_Insider streetinsider.com/dr/news.ph… #France #debt #macro #markets #Permutable

Watch this space....we have something very exciting to announce on Monday! 👀👀👀

5/5 For #gold, we’re watching whether US policy sentiment moderates - and whether Treasury yields confirm the shift. See the chart and comment GOLD to receive the full analysis via DM: #MacroResearch #AlternativeData #GoldSignals

4/5 At Permutable, we connect commodity-specific narratives with macro sentiment to help investment teams assess changing market drivers. Hrly updates, thematic detail & 11+ years of point-in-time history allowing you to compare current conditions with historical episodes.

3/5 Gold’s returns have shown a strong inverse relationship with US policy-outlook sentiment in recent months. For investors assessing gold as a hedge, the transmission matters: a geopolitical shock that lifts oil prices and rate expectations can also put pressure on gold.

2/5 January’s gold rally coincided with a surge in investment-demand sentiment. As that buying faded, US policy expectations turned more hawkish. The US 2-year Treasury yield rose 143 basis points between January and September, increasing the opportunity cost of holding gold.

1/5 #Gold had every reason to rally, but the bond market had other ideas. Permutable’s latest research examines why gold remains 23% below its January peak despite geopolitical shocks - and how US rate expectations have shaped its response. #GoldSignals #Commodities

4/5 Coverage across 95 countries supports comparisons of inflation narratives across economies. Directional Inflation Sentiment forms part of Permutable’s Global Macro Sentiment Indices: permutable.ai/global-macro-s…

3/5 Inflation research continues between official releases. Through Macrobond, researchers can compare Permutable’s inflation sentiment readings with the economic series they already use, examining where news-derived pressure agrees with published data and where it diverges.

2/5 What does Permutable’s Directional Inflation Sentiment measure? It tracks whether inflation-related news points towards rising or falling price pressure, providing a structured measure to examine alongside official economic releases.

1/5 Permutable’s Directional Inflation Sentiment is now available in the @MacrobondAI application. Covering 95 countries, the dataset gives economists, macro researchers and institutional investment teams a news-derived perspective on inflation pressure.

7/7 Request Permutable Perspective, Edition 4, for the commodity framework, knowledge graph and physical-market examples. Email [email protected] Useful for your commodity research team? Share this thread #Commodities #AlternativeData #QuantResearch

6/7 The evaluation uses equal-volatility long/short allocation and 2× gross leverage. Fees, roll costs and slippage are excluded. Full-window maximum drawdown: −5.3%. Review methodology and individual contract contributions: permutable.ai/performance/

5/7: Our live commodity signal evaluation spans two years across energy, agriculture and metals. The long/short book’s performance this year to date has thus far been +26.1% Dig into the results here: permutable.ai/performance

4/7 Physical context helps identify potentially affected markets. Our proprietar knowledge graph connects assets, entities and locations. Infrastructure mapping links reporting to facilities, pipelines, terminals and transport networks.

3/7 An alarming supply-disruption headline can have bullish implications for a commodity. We assesses reporting tone separately from directional pressure. Our Co-Pilot models combine commodity driver signals, event flow and source evidence into signed signals.