Metals Analysis

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Market Strategy - Weekly Commodities Strategy: Looking Ahead To 2018 - JAN 2018

Although we are bullish on most commodity prices from a multi-year perspective, we expect that the rapid rebound of the past two years is reaching its limits. In particular, we expect industrial commodities (coal, oil and industrial metals) to experience a pause in their medium-term uptrends over 2018. We expect agricultural commodities to outperform over the next 12 months after underperformin...

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Industry Trend Analysis - What Our Clients Want To Know: Commodities Of The Future Q&A - NOV 2017

In October 2017, we hosted a webinar on how demand patterns for commodities will change over the next few decades, the long-term outlook for mining projects investment as well as the commodities that will benefit from a low-carbon global future and survive the metals substitution drive. In this analysis, we respond to some of the top client questions posed during the Q&A session that...

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Market Strategy - Global Commodities Strategy - DEC 2016

Our core view remains for the Democrat presidential candidate Hillary Clinton to win the November 8 US election, but uncertainty has grown over recent days as Clinton has seen her lead in the national polls shrink. A surprise Trump victory or a potential dispute over the results of the elections would boost safe haven assets including gold prices in the days following the elections. Although...

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