Nowhere to Run to Baby, Nowhere to Hide! Part 1
Given the short-term oversold conditions in the Nikkei and Topix, we would take some profits on any shorts in anticipation of a bounce and get...
774 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
696 Views
DXY Cracks 97: Commodity Stocks in Focus as Dollar Slide Deepens
The U.S. Dollar Index has dropped to a 1-year low due to Fed rate cut expectations, central bank uncertainty, and changing global risk appetite,...
671 Views
Agri-Exposure remains too low in portfolios
In its recent Investment Strategy Insights publication, UBS makes the case for expanding commodity exposure beyond traditional safe-haven assets...
91 Views
Overview #63 – Feeding the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...
152 Views