Base Metals & Iron Ore
Mr. X and his daughter, Ms. X, are long-time BCA clients who visit our office toward the end of each year to discuss the economic and financial market outlook for the year ahead. This report is an edited transcript of our recent conversation, which we held…
Highlights Prices of global major commodities such as copper and iron ore have rallied significantly this year. It seems that strong Chinese imports once again became the major driving force for both commodities. Is the rally in commodity prices sustainable…
Copper: Less Chinese Imports Could Cause An Air Pocket…
Your feedback is important to us. Please take our client survey today. Highlights Mounting populism has created a structural tailwind behind inflation. The risk that inflation accelerates quickly is greater than the market appreciates. Monetary…
A Tactical Opportunity To Go Long Brent / Short Copper…
China’s Copper Buying Spree Continues…
Highlights China’s surge in refined copper imports allows it to cover a structural short position it has in this critical commodity – mostly in its unrefined state – and ensures the stimulus being deployed to revive its economy ahead of the 100th…
China Growth Indicator Validates The Copper Rally…
Buy Dips In Industrial Metals…
Breakouts In Economic Sensitive Assets…