Base Metals & Iron Ore
Executive Summary Caught In Risk-Off Selling
Copper Testing Support…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.
Will Energy Prices Buck The Trend…
Listen to a short summary of this report. Executive Summary Recession Checklist
Monthly Portfolio Update: Recession Or No Recession…
Next Thursday May 26, we will hold the BCA Debate – High Inflation: Here To Stay,Or Soon In The Rear-View Mirror? – a Webcast in which I will debate my colleague, Chief Commodity & Energy Strategist, Bob Ryan on the outlook for inflation, and take the side that inflationary fears will soon…
Executive Summary Copper Will Remain Tight Even In Recession
Copper Will Remain Tight Even In Recession…
Executive Summary Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
Executive Summary Oil Remains A Prominent Inflation Variable
WTI Futures Strongly Linked To US Inflation Expectations…
More Upside For Copper…
Executive Summary Tight Inventories Spike Metals
Commodities' Watershed Moment…