China Close to Peak Steel Demand but Outlook Is Positive for Australian Bulk Commodity Producers
After re-bounding last year by 50%, RBA's Commodity Price Index has fallen by 5% this year, reflecting weakness in bulk commodities. This has been...
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Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
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Taking the Pulse of ASX Shorts
In the Aussie stock market, short positioning momentum appears to be easing even though the number of shorts is at its pre-August reporting season...
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Global Equity Strategy: Overweight EM, Japan Breaking Out, Europe in Recovery
Global technicals remain on a bullish footing. There’s a lot to like across global markets, chart-wise, particularly the catering-sized amount of...
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Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
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