Core Correlations: Iron Ore Research Weekly - July 6th, 2020
Demand China Manufacturing PMI: Manufacturing PMI data from China continues to be healthy after posting a dip in February due to COVID. June data...
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EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
794 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
928 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
724 Views
Cost Push, Higher Chinese Utilizations Support Iron Ore At > USD 100/Ton
Iron ore prices retraced to 106 USD/ton, but we continue to believe it will remain rangebound (95-110 USD/ton) due to cost pressures, the Simandou...
140 Views