Energy Cable: China is killing the commodity super cycle
Take aways: Low margins and high stock levels mean that China will export its excess metal capacityOther commodities like crude and its...
1.1k Views
Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
232 Views
Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
226 Views
Portfolio Watch: Cracks are appearing in the lagging cycle
Happy Friday!It’s been a decent week in the markets despite a choppy macro outlook, with indicators pointing in diverging directions. Live...
174 Views
Time To Buy China/Gold
Gold breaks above bull flag, China may follow Nikkei's move, BABA could hit par by year-end. Region and the precious metal could power higher into...
353 Views