Indicator Spotlight
Fundamentals Now Cloud A Long Brent / Short Copper Position
Last October, we highlighted a tactical opportunity to go long Brent / short copper. The argument then was that although the long-term outlook is likely to favor copper, fundamentals as wells as relative net speculative positions and sentiment measures…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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