Overview #74 – QE Or Not QE – That Is The Question
A review of recent events/data impacting our investment themes and outlook. We look at the recent intervention in the US Government bond market &...
120 Views
Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...
106 Views
Overview #72 - The Accelerant
A review of recent events/data impacting our investment themes and outlook. We look at the continued dollar breakdown and the signs that the next...
127 Views
Copper Finding Its Pulse in the Fog Of (Hitherto) Weak Demand
Global copper demand is rebounding, leading to a projected deficit in 2026. A weaker dollar and Fed easing are boosting commodity prospects, with...
636 Views
From London to Beijing
Turbulent macro backdrop with concerns over US-China trade relations and credit quality affecting global economy and metals demand Mixed...
277 Views