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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The Largest Acquisition of an Undeveloped Project in Decades
BHP bullish on copper but bearish on iron ore, FMG experiencing block trades and share price decrease, uncertainty in future projects and executive...
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Positioning Watch – Metals bets are finally being squared, but retail is piling in
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
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