Bean Rallies on Hope Underpinned by Fragile Fundamentals
Bean prices have surged despite weak fundamentals, raising questions about whether traders are banking on a resolution to the China-US trade dispute.
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Anglo-Teck Merger: Scaling Up to Fortify Copper Empire
Anglo and Teck aim to unite in a $53 billion copper powerhouse, boosting scale, defending against rivals, while navigating regulatory and...
373 Views
Down But Not Out! Multiple Tailwinds to Drive Glencore Higher (Long GLEN | TP: GBp 360)
Glencore shares down 15.3% YTD. It remains undervalued compared to peers. Stronger 2H, ~USD 1B cost savings, USD 1B of buybacks, and USD 1B of...
545 Views
Shining Silver Set To Go Parabolic Powered by Gold, Supply Deficit, & Weak Dollar
Silver prices are surging thanks to elevated gold prices, strong industrial demand, and a weakening dollar. Silver is forecasted to suffer from...
576 Views
Rising OPEC+ Supply & Weak Demand To Drag Crude Price Lower
Crude oil prices spiked due to conflict, but quickly dropped on ceasefire. Geopolitical shocks drove price action, overshadowing oversupply...
293 Views