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Barani Krishnan
Copper Creeps Toward June Highs in a Complicated China Bet By Barani Krishnan - Jan 20, 2023

China’s worsening COVID woes might limit copper rally, outlooks say Possibility of US, European recessions add to global complications for metal LME copper could round year out by averaging...

Rudi Filapek-Vandyck
The Overnight Report: Momentum’s Gone By Rudi Filapek-Vandyck - Jan 20, 2023

By Rudi Filapek-VandyckThe mantra used to be it's our dollar, but it's your problem. Since last year the world of finance is witnessing a new variant on the theme: it's your recession, not our...

Barani Krishnan
Natural Gas in Race Against Cold to Stay Above $3 By Barani Krishnan - Jan 19, 2023

Gas bears need cold to arrive faster and convincingly to keep Henry Hub above $3  Inflation, labor shortage, and materials scarcity have bumped up extraction costs for gas But sheer plunge in...

Rudi Filapek-Vandyck
The Overnight Report: US Recession Coming By Rudi Filapek-Vandyck - Jan 19, 2023

By Rudi Filapek-VandyckEarly January market optimism quickly turned into the realisation the US economy is still facing an economic recession this year. All equity indices in the US have turned tail...

David Llewellyn-Smith
Australian dollar hammered as US consumer buckles By David Llewellyn-Smith - Jan 19, 2023

DXY was a wild thing last night as bad data spoiled the party:   AUD printed a large and bearish shooting star:So did oil:And copper:Miners (NYSE:RIO) were OK:EM stocks (NYSE:EEM) flamed out:As...

Rudi Filapek-Vandyck
The Overnight Report: BoJ Anticipation By Rudi Filapek-Vandyck - Jan 18, 2023

By Rudi Filapek-VandyckThe Dow Jones Industrial Average posted its largest fall in three weeks overnight. But before anyone starts panicking, the S&P500's loss hardly registers and the Nasdaq...

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