Commodities Overview
Commodities Update
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20 April, 2021
in Commodities Overview › Commodities Update
Lumber prices to be cut down to size
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15 April, 2021
in Commodities Overview › Commodities Update
Corn price rally to run out of steam
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13 April, 2021
in Commodities Overview › Commodities Update
China commodity trade: cutting through the noise
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1 April, 2021
in Commodities Overview › Commodities Update
China PMIs point to lower industrial metals prices
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16 March, 2021
in Commodities Overview › Commodities Update
Little chance of a supercycle in agriculturals
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12 March, 2021
in Energy › Energy Update
Supply constraint to support prices in the near term
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10 March, 2021
in Metals › Industrial Metals Update
Rally in metals prices reminiscent of post-GFC
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8 March, 2021
in Commodities Overview › Commodities Update
China’s commodity imports likely to moderate further
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4 March, 2021
in Energy › Energy Update
Oil to miss out on the next commodity supercycle
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2 March, 2021
in Commodities Overview › Commodities Update
US stimulus would be more positive for oil than metals
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1 March, 2021
in Commodities Overview › Commodities Update
Softer China PMIs not a huge concern, for now
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19 February, 2021
in Asset Allocation › Asset Allocation Update
We expect commodities to underperform US equities
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