Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.</li><li>Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.</li><li>Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Commodities: The dollar, metals, APAC and vols

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Looking at responses from grain farmers the cold temperatures does not worry them too much.</li><li>What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…</li><li>We tend to be contrarians here…because over the next 8-14 days we already see more normal temperatures.</li></ul>

Looking at responses from grain farmers the cold temperatures does not worry them too much.What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…We tend to be contrarians here…because over the next 8-14 days we already see more normal temperatures.

Opportunity: Cold Freeze Lets Energy Prices Rise

Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

<ul><li>Record highs in gold and silver driven by North American ETF inflows</li><li>Stabilization of gold to silver price ratio suggests potential bottom as physical surplus widens</li><li>China's production data and aluminum prices under scrutiny, while tin outperforms other base metals due to supply and demand dynamics</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Record highs in gold and silver driven by North American ETF inflowsStabilization of gold to silver price ratio suggests potential bottom as physical surplus widensChina's production data and aluminum prices under scrutiny, while tin outperforms other base metals due to supply and demand dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Geopolitical Rupture and the Age of Metals Stockpiling

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

<ul>
<li>A review of recent events and data impacting our investment themes and outlook</li>
<li>Recent Stock market action hints at what is to come</li>
<li>Indications that there is something brewing in the uranium space</li>
</ul>


A review of recent events and data impacting our investment themes and outlook
Recent Stock market action hints at what is to come
Indications that there is something brewing in the uranium space


Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a Monetary and Fiscal policy mix that remains supportive for stocks.</li><li>Hence, time for a forward looking view with my 2026 Top 25 Maverick Predictions!</li><li>Before proceeding further, in case you missed the 2025 review, I highly recommend it as it sets the stage for this 2026 outlook, hence a solid grounding for a 2026 clean state!</li></ul>

The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a Monetary and Fiscal policy mix that remains supportive for stocks.Hence, time for a forward looking view with my 2026 Top 25 Maverick Predictions!Before proceeding further, in case you missed the 2025 review, I highly recommend it as it sets the stage for this 2026 outlook, hence a solid grounding for a 2026 clean state!

2026 Top 26 Maverick Predictions! The Inaugural Edition!

United States

Silver is the metallic element with the atomic number 47. Its symbol is Ag, from the Latin argentum, derived from the Greek ὰργὀς (literally "shiny" or "white"), and ultimately from a Proto-Indo-European language root reconstructed as *h₂erǵ-, "grey" or "shining". A soft, white, lustrous transition metal, it exhibits the highest electrical conductivity, thermal conductivity, and reflectivity of any metal. The metal is found in the Earth's crust in the pure, free elemental form ("native silver"), as an alloy with gold and other metals, and in minerals such as argentite and chlorargyrite. Most silver is produced as a byproduct of copper, gold, lead, and zinc refining.

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Silver (SILVER COMDTY)

Global FX and Commodities: The dollar, metals, APAC and vols

Overall, valuations were mostly fair in the market last week, with some exceptions such as the rate check on the Japanese yen leading to a surge in...

At Any Rate

Opportunity: Cold Freeze Lets Energy Prices Rise

What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…

The Commodity Report

Geopolitical Rupture and the Age of Metals Stockpiling

Gold and silver prices reach new highs, silver momentum declining, Chinese crackdown on high frequency trading, base metals showing slight...

BMO Equity Research Metal Matters

Overview #47 – Are We There Yet?

A review of recent events/data impacting our investment themes and outlook. We look at recent market action and the changing leadership in the markets

Rikki Malik

2026 Top 26 Maverick Predictions! The Inaugural Edition!

The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a...

Maverick Equity Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)