EM by EM #3 – Copper comeback?
In Q1, we had a long position in copper. However, since our exit, industrial metals have experienced a reversal, and most of the gains YTD have been wiped out. But could the copper story have another leg to it? In this piece, we will share our perspective combining...
The Great Game – Ukrainian Spring Offensive – 3 things investors should look out for
The Ukrainian Spring Offensive is on the way. What should investors look out for? We cover the risks of increased sabotage in the Baltic, new migrant waves headed for Europe as well as disturbances in the global food prices. To read the full article, sign up for a...
Steno Signals #45 – 4 ways consensus could be wrongfooted
Here is a list of four concrete ways that consensus could be wrongfooted based on my discussions and findings after having travelled Asian institutions last week. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
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