Sign in with Google. Opens in new tab
bullish
Commodity and FX Impulse Moves
SUMMARY
- We review some charts, starting with commodities that are precariously close to signalling a breakdown.
- The weakness became pronounced after China's PPI, CPI, and the disappointing Aggregate Finance data (this needs a separate section).
- If China's recovery continues to be disappointing, then the deflation of exports and a long position on commodities will be a big problem for the rest of the world.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Nikkei 225 Index Rebalance: Rohm (6963) To Replace NTT Data Group (9613)
- StubWorld: Melco (200 HK) Needs To Fall
- EB Event Trade Setup: HD KSOE Lining up a New Deal with HD Hyundai Heavy as the Underlying
- Japan Activist Watch | Square Enix, DaitoTrust, Iriso & INES
- Lotte Corp Sells 145 Billion Won Worth of Treasury Shares to Lotte Moolsan - Negative Governance
Top Unpaywalled Insights
More »- "The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted
- The New OS for Quant Finance: OpenBB, AI Agents & the Death of Legacy Terminals | New Barbarians ...
- Curator's Cut: Building Materials Moves, Benchmarking Gold Miners & Semaglutide in India and Japan
- [IO Technicals 2025/25] Bearish Momentum Strengthens
- VEON (VEON US): Launches Third Phase of Share Buyback Program After Share Pullback
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
x