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
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
633 Views
Commodities Pressuring Yields - Metals Bull Theme
We have made a case for higher US 10 year bond yields from the 2.15% level amid a bullish oil and energy stance. We are now seeing renewed signs of...
259 Views
Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
337 Views