TMI Indicators: November Commodity Sentiment - Base Overshoots, Ferrous Improves, Gold Bottoming?
Our text-mined commodity sentiment indicators see an overshoot in copper sentiment, a notable turnaround in iron ore sentiment, and potential signs...
335 Views
TMI Snapshot: After Juukan Gorge, Rio Tinto Sentiment Stabilizes. Reckoning Time For FMG?
We text mined for ESG-related coverage of Rio Tinto to find that sentiment (74% correlated with the equity) has stabilized since the Juukan Gorge...
458 Views
TMI Indicators: October Commodity Sentiment - Base Neutral, Precious Weak, Palladium & Corn Positive
Last month our sentiment indicators pointed to potential over-exu
503 Views
TMI Indicators: Cyclical Commodity Sentiment Review
Our NLP-based cyclical commodity sentiment review seeks to quantify
395 Views
Supply-Side Discipline Eased; Pricing & Profits to Suffer
INVESTMENT VIEW: Beijing will not renew significant cuts to steel production and coal usage this winter. Industry contacts forecast this will...
330 Views