Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
551 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
346 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
311 Views
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
238 Views