Insights - commodities

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Evergrande China growth contagion

27 Sep 2021 - Rory Green

Evergrande is collapsing. China’s second-largest developer by sales and largest in terms of total debt and liabilities is no longer a viable business. The extent of the macro and market spill-overs both on the Mainland.

#China #Fiscal Policy #Commodities #Evergrande

Commodity bull moving into mid-cycle

30 Apr 2021 - Konstantinos Venetis

It has been a little over a year since commodity prices bottomed out, marking the start of a powerful rally that is reminiscent of those in 1993-95, 2005-07 and 2009-10. With the global economic recovery set to gather.

#Federal Reserve #Commodities #Oil

Oil: new playbook, same old cycle

05 Mar 2021 - Konstantinos Venetis

We have often made the argument that although the nature of the Covid shock makes this macro cycle unique, it is important not to lose sight of the fact that this remains a cycle. The same is true of the oil market..

#Inflation #OPEC #Commodities #Oil

Commodity Supercycle now on? Potential is there

01 Mar 2021 - Konstantinos Venetis

There are two questions that the current debate on the commodity cycle tends to conflate. Does the rally that kicked off in spring 2020 have further to go? And are we in the early stages of a so-called “supercycle”,.

#Federal Reserve #Stimulus #Commodities #Oil

Portfolios in the post-Covid world

16 Oct 2020 - Andrea Cicione

If the Global Financial Crisis ushered in the era of zero yields, the Covid pandemic has made it a semi-permanent affair. We have looked at how lower bond returns have changed asset allocation choices faced by.

#Equities #Stock Market #Asset Allocation #Gold #Commodities #Dividend Aristocrats

World Trade momentum

06 Oct 2020 - Konstantinos Venetis

Macro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.

#Equities #China #Bond markets #Commodities #USD

The message from gold and industrial commodities

01 Sep 2020 - Konstantinos Venetis

The nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.

#Monetary Policy #Reflation #Gold #Commodities

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