Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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EM Watch: China FLOODS global copper markets amidst the plenum
Good Afternoon from Europe. It’s incredibly hard for me not to begin this weekly EM blog by emphasizing how bearish I am becoming on Copper, given...
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Great Game – Trump: Election or Coronation?
Welcome to this week’s Great Game after an incredible weekend. We also cover the Trump assasination attempt in other spaces, so in this we’ll...
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Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
The Odd Lots podcast examines US trade tensions with China by comparing them to past trade tensions with Japan in the 1980s, discussing the...
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Steno Signals #107 – The 3 indicators you NEED to watch on recession risks
Happy Sunday and welcome to our flagship editorial!The ISM Services report admittedly made for recessionary reading, and it is not because we have...
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