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ENTITY
Palladium (XPD COMDTY)
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27
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United States
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bullish
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Palladium
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29 Jan 2025 17:57
Palladium Price to Double Within a Decade
Investors underestimate growth potential of palladium due to supply constraints from Russia and South Africa, with demand expected to rise 26% in...
Gaius King
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429 Views
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bullish
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Palladium
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08 Jan 2025 06:45
The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
Steno Research
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238 Views
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bullish
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Cross Asset Strategy
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01 Jul 2025 01:17
Mid-Year Themes Review - Part I
A review of the performance of major investment themes in 2025 and outlook for the second half of the year, focusing on our favoured Asian equity...
Rikki Malik
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365 Views
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bullish
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Cross Asset Strategy
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08 Jun 2025 22:27
Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
Rikki Malik
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222 Views
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bullish
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Copper
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22 May 2025 09:39
The Drill – The Commodity “Super”cycle
Greetings from Copenhagen. We’ve previously advocated a long tilt toward commodities, as both the U.S. and global growth outlooks are being...
Steno Research
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256 Views
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