Sentiment surrounding global growth has been poor in the last few weeks with growing risks. Geopolitical tensions between US and China, higher rate expectations, angst about overstretched US equity positions,…
Long energy and short tech may have been the trade of 2022, particularly for investors exposed to US equity markets, but also for the commodity traders, who enjoyed massive rallies…
Gold and silver typically gain around the end of the year from a seasonal perspective and their patterns are often picked up around year end. However, one less well-known pattern…
The world is making a sharp pivot to ‘green energy’. One commodity that is crucial to that is copper. Copper is both relatively easy to shape and a great conductor.…
China’s outlook has been buoyed over recent days by a series of positive stories. The reduction of some Covid restrictions by the National Health Commission, rumours of China planning its…
The world has been engaged in a constant game of Fed watching since the Federal Reserve indicated that a turn in policy, from loose to tight, would be on the…
A recent article by Bloomberg has flagged a problem with the copper market. It comes from a storage facility in Shanghai’s free trade zone where the Yangtze River meets the…
In the near term, copper is set for more falls on global recessionary fears brought on by central banks aggressively hiking interest rates. However, some copper miners are warning that…
In the near term, copper is set for more falls. Global recessionary fears brought on by central banks aggressively hiking interest rates have led to expectations of a sharp slowdown…
The US10Y-US02Y yield spread has been rising recently in possible signs that a ‘soft’ landing may be possible from the Fed. One thing to note here is that if risk…