Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Macroeconomics

<ul><li>Patriot raising funds with ASX investors involved</li><li>US ban on Russian enriched uranium imports effective by 2028</li><li>Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 days</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Patriot raising funds with ASX investors involvedUS ban on Russian enriched uranium imports effective by 2028Ten X threatens to cancel existing orders if US utilities don't secure waivers within 60 daysThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The low-down on USA’s Russian Uranium Ban

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them.</li><li>The Fed will release their meeting minutes Wednesday, and it will be interesting to see whether they address the unfolding re-inflationary commodity bull run.</li><li>The Fed is seemingly too honed in on arguments to cut rates, and have so-far more or less ignored the reflation-story.</li></ul>

Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them.The Fed will release their meeting minutes Wednesday, and it will be interesting to see whether they address the unfolding re-inflationary commodity bull run.The Fed is seemingly too honed in on arguments to cut rates, and have so-far more or less ignored the reflation-story.

MPC Members Better Prepare a Bailey for the Coffee, While Ueda Better Pray for a Weaker JPY..

<ul><li>Let me start by dwelling on the fact that Macro generalists such as myself and Thorsten Slok of Apollo suddenly spend countless hours watching Copper trends.</li><li>It is probably a red flag in itself, but it just seems like these developments are so INCREDIBLY important for global macro- and geopolitics these months.</li><li>We have been all over the Chinese copper story in recent months and also traded it with good luck, but we have admittedly been wrong in our call for a weaker CNY (so far).</li></ul>

Let me start by dwelling on the fact that Macro generalists such as myself and Thorsten Slok of Apollo suddenly spend countless hours watching Copper trends.It is probably a red flag in itself, but it just seems like these developments are so INCREDIBLY important for global macro- and geopolitics these months.We have been all over the Chinese copper story in recent months and also traded it with good luck, but we have admittedly been wrong in our call for a weaker CNY (so far).

Steno Signals #100 – China’s MAJOR power grab on Copper supply chains

External broker reports(aggregated public sources), Nordea

Nordea

External broker reports(aggregated public sources)

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Since our latest XCCY publication; the tight levels of EUR prints by Norwegian issuers resulted in additional EUR prints from Scandinavian issuers.</li><li>Overall issuance from Norway was approx. 3x that of last year incl. covered prints. Swedish names also printed in EUR, but the trend continues with less issuance compared to last year.</li><li>USD issuance YTD has been elevated compared to previous years with an uptick from last year by non-USD issuers printing in USD. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Since our latest XCCY publication; the tight levels of EUR prints by Norwegian issuers resulted in additional EUR prints from Scandinavian issuers.Overall issuance from Norway was approx. 3x that of last year incl. covered prints. Swedish names also printed in EUR, but the trend continues with less issuance compared to last year.USD issuance YTD has been elevated compared to previous years with an uptick from last year by non-USD issuers printing in USD. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could be significant cyclical expansion.</li><li>April data has in general been week in our models and nowcasts, which was reflected in the fairly dovish CPI report yesterday.</li><li>However, May actitivity is picking up momentum again, and our Truck Demand indicator points to the business cycle picking up again from May onwards.</li></ul>

Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could be significant cyclical expansion.April data has in general been week in our models and nowcasts, which was reflected in the fairly dovish CPI report yesterday.However, May actitivity is picking up momentum again, and our Truck Demand indicator points to the business cycle picking up again from May onwards.

Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?

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The low-down on USA’s Russian Uranium Ban

Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...

Money of Mine

MPC Members Better Prepare a Bailey for the Coffee, While Ueda Better Pray for a Weaker JPY..

Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. The Fed...

Steno Research

Steno Signals #100 – China’s MAJOR power grab on Copper supply chains

Happy Sunday from sunny Greece and welcome to a very special jubilee edition of Steno Signals. Let me start by dwelling on the fact that Macro...

Steno Research

Nordea XCCY publication: May Edition

Since our latest XCCY publication; the tight levels of EUR prints by Norwegian issuers resulted in additional EUR prints from Scandinavian issuers.

Nordea

Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?

Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could...

Steno Research

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