Iron Ore Peak with Designs on a 30% Decline
China Iron Ore shows a compelling top unfolding that opens the way for fallout back to the early to mid 2018 lows with increasing odds of a major...
355 Views
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...
324 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...
317 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...
304 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...
678 Views