Raw Materials - July weakness driven by reflation and virus variants
For commodities markets, the new quarter started problematically: throughout the past week, all sectors, except for precious metals, were depreciating; it concerned mainly broadly understood products [...]
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April 26 2021
Who is reflation for? [Market comment]
Much has been said recently about rising inflation and bond yields. We currently have a pause, but there are many indications that this trend may continue, so which assets in the future, in such an environment, will [...]
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January 29 2021
During reflation, stock investors must become interested in raw materials
The last quarter was marked by numerous dramatic events: allegations of irregularities during the US presidential election, the best monthly results of world action since January 1975 with a profit in [...]
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