Commodities & Energy Sector
Global Copper Market: No Bottom Yet…
Executive Summary Copper prices still face substantial downside (15-20% from current levels). The global copper market is shifting from a deficit to a considerable surplus over the next 12 to 18 months. Global copper supply will likely grow by 4…
Executive Summary Iran Reaches Nuclear Breakout
Biden And Putin Court The Middle East…
Tighter Oil Markets On The Way…
Executive Summary Upside Oil Price Risk Dominates
Upside Oil Price Risk Dominates…
Executive Summary Investors Should Mind Surging US Wages
Investors Should Mind Surging US Wages…
Listen to a short summary of this report. Executive Summary The TIPS Market Foresees A Sharp Deceleration In Inflation
What If The TIPS Are Right…
Executive Summary China's Unemployment
Questions From The Road…
Executive Summary Further GDP Weakness Would Push Brent Lower
Further GDP Weakness Would Push Brent Lower…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s choice’. Inflation at 2 percent, or full…