Copper (HG1): Back at Resistance for a New 23/30% Drop
Base metals outlook for the coming months is negative, along with the global relative underperformance of Emerging Markets over...
320 Views
Weekly Oil Views: Renewed Economic Worries Give Pause to Price Rally
Supply-side bullishness returned to the oil market last week, leading to a second week of gains in crude benchmarks. However, the rally paused...
314 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
296 Views
US$20bn in Lost Market Cap Looks Hard to Justify: Recommend Long Rio; Short BHP
INVESTMENT VIEW: We believe Rio Tinto Ltd (RIO AU) shares are oversold versus Bhp Billiton (BHP AU) and recommend a pair trade: long Rio; short...
675 Views
Dr Copper’s Prognosis of China’s Policy Easing So Far…Stronger Treatment Required
INVESTMENT VIEW: We believe further easing measures may be required if the Chinese authorities wish to re-stimulate the economy. Copper (COPPER...
436 Views