Commodities Pressuring Yields - Metals Bull Theme
We have made a case for higher US 10 year bond yields from the 2.15% level amid a bullish oil and energy stance. We are now seeing renewed signs of...
130 Views
Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
189 Views
Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
209 Views