Analyser på råvaror från ledande banker och analysföretag. Både längre analysbrev och kortare tradingidéer.
The clock is ticking for Europe to shield its economy amidst the current energy crisis. The cost of electricity across the European bloc is nearly 10 times the 10-year average in…
Agricultural commodity prices have been buoyed higher by rising grain and oilseed prices. At a time, when global equities have sold off by nearly 13.88% amidst soaring inflation…
Macro: Hot US, cold China, expensive energy, and a looming food crisis. The US economy is super-hot like it is running on steroids following trillions of USD in stimulus during…
Nitesh Shah Head of Commodities & Macroeconomic Research, WisdomTree discusses how Russia’s invasion of Ukraine has changed gold prices The European Union says it is one of…
Mobeen Tahir, Associate Director, Research, WisdomTree provides his view on the price reaction to OPEC+ deal and what this means for the state of the oil market. “Arguably,…
OPEC+ is to meet virtually in Vienna today for its official half-yearly meeting. The bull-recipe is still intact: ”Reviving demand, muted US shale oil response and…
In ‘A moment in markets – Are we in a commodity supercycle?’ the promising environment for commodities, especially sectors like industrial metals, was outlined. But for…
It is exactly one year since WTI crashed to USD -37.63/bl. Yes, it was probably trading games involved. Yes, it was highly specific to storage and pipeline constraints at the…
The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years. What rouses investors is not…
Brent crude is trading like it is April with snow one day and sunshine the next. We currently have spring refinery maintenance with reduced processing of crude by refineries and…