Base Metals & Iron Ore
Copper: Interplay Of Structural Tailwinds And Cyclical Headwinds…
Copper Remains Vulnerable…
Oil’s Geopolitical Volatility Premium…
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
Has OPEC+ Exhausted Its Policy Levers…
The PBoC Unleashes Policy Blitz…
Metals Will Catch Up To Fundamentals…
Heed The Signal From Commodities…
Central Banks Are Still Accumulating Gold…
Already Optimistic Earnings Expectations Continue To Improve…