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ENTITY

Palladium (XPD COMDTY)

27
Analysis
MaterialsUnited States

bullishPalladium
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...

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bullishPalladium
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

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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...

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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

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bullishCopper
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...

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