Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
384 Views
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...
231 Views
Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
327 Views
The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!
Forget the macro data for a moment. This week was all about central banks opening the door to policy easing and scarce assets recording new all...
355 Views
Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
328 Views