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...
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TMI Indicators: December Commodity Sentiment - Restocking into Winter on Pent-Up Demand Expectations
We text-mine for clues on the current restocking, and believe the anticipation of pent-up demand is likely to keep the commodities trading in a...
463 Views
TMI Indicators: November Commodity Sentiment - Base Overshoots, Ferrous Improves, Gold Bottoming?
Our text-mined commodity sentiment indicators see an overshoot in copper sentiment, a notable turnaround in iron ore sentiment, and potential signs...
413 Views
TMI Indicators: October Commodity Sentiment - Base Neutral, Precious Weak, Palladium & Corn Positive
Last month our sentiment indicators pointed to potential over-exu
554 Views
Short Oil/Long Gold Will Reward
WTI oil bear plunge confirms our bear stance and the weak demand side of the equation. We outline fresh resistance points to re cycle short...
373 Views