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August 16, 2023
Copper remains a sell on rallies as Chinese woes weigh on sentiment.
August 9, 2023
Copper canโt sustain the rally as Chinese data and policy support disappoint.
August 3, 2023
Copper rallies as China pledges more stimulus, but eventually sells off as the data deteriorates further.
July 26, 2023
Copper rallies as China pledges more stimulus to support the economy.
July 19, 2023
The recent Copper strength faded as the PBoC disappointed.
July 12, 2023
The global manufacturing recession is weighing on copper, but prospects of more economic stimulus in China adds a bit of support.
June 21, 2023
More monetary stimulus from China is helping the copper market.
June 7, 2023
The global manufacturing slump weighs on copper but expectations of more China stimulus provided some relief.
April 15, 2021
Small Caps, Copper, EM FX: Q2 Top Trading Opportunities Small Caps, Copper, EM FX Poised to Outpace Advertisement Coming into 1Qโ21, my expectation was that โin this low interest rate world with pent up aggregate demand and significant slack in the worldโs major economies, there is ample room for growth. If growth is the story of 2021, the underperformers of early-2020 should do well.โ Thematically, as a long-term position trader, my point of view has not changed; however, it is worth ...
April 2, 2021
Small Caps, Copper, EM FX: Q2 Top Trading Opportunities Small Caps, Copper, EM FX Poised to Outpace Advertisement Coming into 1Qโ21, my expectation was that โin this low interest rate world with pent up aggregate demand and significant slack in the worldโs major economies, there is ample room for growth. If growth is the story of 2021, the underperformers of early-2020 should do well.โ Thematically, as a long-term position trader, my point of view has not changed; h...