Source Stream: EM Capital Flows, Commodity Positioning and China Packaging | July 2026
Nonresident portfolio flows to emerging markets registered a second consecutive monthly outflow in June 2026, at -$17.8 billion, according to the IIF Capital Flows Tracker. CFTC Commitments of Traders data as of June 23 shows managed-money funds net short on corn, wheat and sugar, while holding large net long positions in live cattle and coffee. … Read more