What we learnt at Diggers 2024
Markets, especially metals markets, have been volatile with gold reaching all-time highs while other commodities like lithium, copper, and oil...
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Positioning Watch: Are we back to square one?
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
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Metals Decline With Risk Sentiment and Fear in Overdrive
Past week saw significant sell-offs across various markets, driven by recession fears and geopolitical tensions. Metals markets were not spared....
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Getting the Grid Connection Back
China's state grid is set to increase spending by 13% this year, potentially boosting sentiment in the copper sector, while new standards for...
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EM Watch: Why China is trying to wreak havoc on your Gold longs
Welcome to our Weekly EM editorial. In light of a likely Fed cutting cycle commencing in September, we will analyze why this cycle is anything but...
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