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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ISM vs Commodity Prices // Upcoming Rice Price Explosion?
ISM vs Commodity Prices The latest ISM Manufacturing data came in lower than expected. It almost seems like economic momentum in the US is fading.
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Concentrating on Concentrates
Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...
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Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
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Positioning Watch – Increasing the BETA risk?
Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...
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