Global Commodities: What’s Next for Metals After a Trump Election Victory?
Summary: Gold saw fluctuations leading up to and post-election, while base metals faced volatility due to tariffs and Chinese stimulus concerns,...
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Concentrating on Concentrates
Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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