Insights - commodities

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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

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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TRACK RECORD
Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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