Early signs of a commodities ‘super squeeze’ as supply shortages kick in

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Early signs of a commodities ‘super squeeze’ as supply shortages kick in

Supply, or lack of it, has taken over from demand as the major influence on the price of the world’s most important commodities, with events in the copper market an early warning of what...
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War and rates give investors plenty to mull, but there’s a silver lining on dark clouds

The drums of war and fresh threats of “higher for longer” interest rates made the past week one that most investors would rather forget, though silver’s rush towards US$30 an ounce was a rare...
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Inflation speed bump delays but not derails recovery train

In all long-distance trips the final mile can be the toughest, which is the best way to see this week’s U.S. inflation shock as delaying interest rate cuts but not derailing them....
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As Still As Glass

Rate cut talk floats all metal boats, with gold the most buoyant

In normal financial market conditions, a sharp increase in the price of gold, as happened this week when it hit an all-time high of US$2300 an ounce, would be seen as a warning of...
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Copper Bull

Bullish forecasts across the board set scene for long-term gains

It’s not easy being an optimist when drowning in a daily flow of negative news but as financial markets head into the four-day Easter break it’s worth considering the positive long-term trends developing as...
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Powell waves red rag to market bulls but inflation may yet halt the charge

The bulls ran free yesterday after clear indications from top U.S. banker Jerome Powell that interest rate cuts will start later this year, with gold leading the charge up to a new all-time high...
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Lithium and copper gains add to gold fever, giving investors another shot in the arm

Lithium stocks staged a handy recovery this week as capital injections boosted investor confidence but analysts are divided about whether it’s a false dawn or something more sustainable.

By Tim Treadgold. 

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FOMO drives up shares prices as investors position for rate cuts

A global FOMO boom (fear of missing out) drove almost everything higher this week as investors scrambled for assets ahead of the keenly-awaited and perhaps overdue fall in interest rates.

 

By Tim Treadgold.

 

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Closeup Of Big Gold Nugget

Gold glitters amid talk of more central bank buying and hopes for US rate cuts

The sniff of a lithium recovery late in the week washed away early losses though the overall picture of the Australian stock market remained one of good news being hard to find as the...

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Production cuts starting to drive lithium recovery, not so for nickel, but copper heating up

The nickel industry train wreck dominated news flow this week, with worse to come if/when BHP mothballs its WA nickel business, but in the background lithium stocks started what could be a significant recovery,...