Energy Cable: Copper Prices Are Too High!
This week, we will take a look at copper, which has rebounded in July, and also discuss freight rates, where calmer weather at the Cape of Good...
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Steno Signals #108 – A messianic Donald
Happy Sunday from Copenhagen after the atrocious assassination attempt in Pennsylvania late Saturday. Trump was apparently struck by some...
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Portfolio Watch: Be our guest to jump the great rotation bandwagon
What a week in markets after the uber-dovish inflation print yesterday, which saw huge rotation within the equity markets as well as action in...
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EM Watch – No fiscal stimulus from China as long as export-business is thriving!
Welcome to our weekly EM watch, which typically centers around developments in Asia and Latin America. We continue to see signs of Chinese efforts...
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Concentrating on Concentrates
Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...
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