OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Commodity Equity Monitor: May 2025 Issue
Outperformers: Uranium, Coal & Battery Materials. The strongest performers this month were uranium and thermal coal producers which benefitted from...
367 Views
MSCI ACWI, EURO STOXX 50, TOPIX Remain Bullish; Buys in Cons Disc, Industrials, Services, Technology
MSCI ACWI, EURO $STOXX 50, $TOPIX Remain Bullish. $ACWI holding above short-term support at $102 (last week's breakout level), though we remain...
571 Views
Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
656 Views
Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
614 Views