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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Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
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Warren Irwin on Uranium, Canada & Contrarian Opportunities
Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules
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