Commodities Rip Higher on China Stimulus
China has implemented major measures to stimulate its struggling economy, which has led to strong performances in the Shanghai and Hong Kong stock...
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Did China Just Trigger Commodity Markets?
Did China Just Trigger Commodity Markets? China’s central bank last week announced a new stimulus package to the economy to curb the growth decline...
186 Views
Positioning Watch – Markets Are Moving Away from the US (in FI)
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
298 Views
Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
176 Views
Global Commodities: All systems go for precious metals
Gold prices have been supported by rising interest rates and physical demand, but now investor flow and macro indicators like US real yields are...
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