Search or
𝛼SK
𝛼SKbullish
The Commodity Report #61
SUMMARY
- The war premium for energy components disappears
- High prices combined with slowing economic growth lead indeed to now visible demand destruction (see analysis by Pro Vision Macro below)
- Lots of speculative positioning is getting washed out of the market
Related Insights
More »Trending Collections
More »Trending Insights
More »- Sony Financial (8729 JP) Spinoff from Sony Group (6758 JP): Potential Index Flows
- HK Connect SOUTHBOUND Flows (To 19 Sep 2025); BIG Single Stock Trading Again, Feels Slightly Toppish
- The Pinkfong Company IPO Preview
- The BOJ Announces the Start of ETF/JREIT Selldowns - Basically a Nothing-Burger
- Nvidia–OpenAI US$100bn Partnership: Asia Hardware Supply Chain Implications
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- The Commodity Report #6125 Jul 2022
x