Commodity Watch – A rebound in the most cyclical asset class?
Welcome to the final series of our “Business Cycle Week”, where we cover how a possible rebound in manufacturing might affect asset markets, and...
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The World Has a New No. 2 Copper Supplier - El Nino Effects Start to Sink In?
El Nino effects start to sink in? During last week grain prices saw building up some momentum. The DSCI drought index also surged after many weeks...
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Commodity and FX Impulse Moves
If China's recovery continues to be disappointing, then the deflation of exports and a long position on commodities will be a big problem for the...
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Between Chilean Copper Woes & Brazilian Sugar Rush
As the new season commences in April, Brazil is predicted to manufacture 40.3 million tonnes of sugar, marking the second highest yield ever recorded.
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