"Wham, Bam, Thank You Ma'am" – Commodities Get Slammed
Strong non-farm payrolls lead to a continued drop in commodities, giving opportunities in precious metals and energy, but some sectors may have...
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Is that It? Commodity Bull Market Over?
Recent US economic data points to potential weakness impacting energy and other commodity sectors, while OPEC+ actions muddies the waters.
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May Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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Overview #5 – Overheated Commodities Get Some of the Steam Taken Out of Them
Global regulators increase margin requirements for certain commodities, while the Federal Reserve belatedly warns of inflation risks.
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Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
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