Crowded Commodities the Next Domino
Metals and commodities show signs of a tactical exhaustive top and somewhat crowded positioning. A shakeout is in store. A risk off cycle combined...
477 Views
TMI Indicators: Commodity Sentiment Review - Restocking On, But China Macro Momentum May Have Peaked
TMI's commodity sentiment indicators saw improved breadth in December as restocking continues to drive reflation; but China macro momentum may have...
556 Views
TMI Indicators: October Commodity Sentiment - Base Neutral, Precious Weak, Palladium & Corn Positive
Last month our sentiment indicators pointed to potential over-exu
596 Views
TMI Indicators: Cyclical Commodity Sentiment Review
Our NLP-based cyclical commodity sentiment review seeks to quantify
560 Views
BDI Lead Fallout and Copper Reversal to Punish Metal Stocks
Baltic Dry Index (BDIY INDEX) shows a clear lead to metal stocks which have not responded to the rally in base metals with fresh downside risk...
424 Views