Commodity Watch: Alternatives to Betting Directly on the Curve
With MOVE and 10 year yield 3m rolling correlation back to its 2022 levels, is it time for a cocktail of a rates volatility wrecking ball ala...
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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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CX Daily: China’s Hunt for Strategic New Energy Minerals
Cover Story: China’s hunt for strategic new-energy minerals. China’s localities spent hundreds of billions of yuan on pandemic. Chinese real estate...
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Chinese Miner Joins Vale in Building Second Nickel Refining Plant in Indonesia
Chinese miner Zhejiang Huayou Cobalt has clinched a deal with the Indonesian nickel unit of Brazilian mining giant Vale S.A. to build a second...
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The Battery Metal Really Worrying China Is Lithium, Not Nickel
Nickel has captured much of the limelight among battery metals in recent weeks, and understandably so. Even so, it’s another metal that’s been...
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