Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
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What we learnt at Diggers 2024
Markets, especially metals markets, have been volatile with gold reaching all-time highs while other commodities like lithium, copper, and oil...
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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It Got Quiet around Platinum and Palladium
If the demand for BEVs continues to surge, two metals could be supported by that fact which builds the investment case for platinum and palladium.
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