π#logistic #container #world #macro
Ρontainer shipping costs are rising again.
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
Ρontainer shipping costs are rising again.
historically, Shanghai's rates have been a leading indicator.
βοΈ#DAC
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Forwarded from Scorpi18 | Investment Adviser
πΊπΈ#bonds #us #seasonality
US 30-Year Treasury seasonality.
Ρistorically, long-term U.S. government bonds tend to increase in the second and third quarters.
US 30-Year Treasury seasonality.
Ρistorically, long-term U.S. government bonds tend to increase in the second and third quarters.
π1
Forwarded from Scorpi18 | Investment Adviser
βοΈπ¨π³#stocks #china #history #short
Sentimentrader: recently, a rare event was observed on the Hong Kong Stock Exchange, only having occurred five times since the turn of the century: the ratio of rising to falling stocks exceeded 3:1 over a span of 10 trading days. Historically, this marker has indicated the end of a bear market.
the level of short positions in Chinese stocks is approaching historical highs (around 50%), which could signal a reduction in bearish sentiment.
Sentimentrader: recently, a rare event was observed on the Hong Kong Stock Exchange, only having occurred five times since the turn of the century: the ratio of rising to falling stocks exceeded 3:1 over a span of 10 trading days. Historically, this marker has indicated the end of a bear market.
the level of short positions in Chinese stocks is approaching historical highs (around 50%), which could signal a reduction in bearish sentiment.
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β΄οΈπ#BTC #gold #mining #costprice
JP Morgan: Bitcoin < Bitcoin mining cost = Bullish signal
#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5
JP Morgan: Bitcoin < Bitcoin mining cost = Bullish signal
#opinion Bitcoin is often regarded as the new gold. If this assertion holds true, its price-to-mining-cost ratio should be similar to that of gold, which is approximately 1.5
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β οΈπΊπΈ#inflation #us
US consumer inflation expectations are rising rapidly.
βββββββββββ
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
US consumer inflation expectations are rising rapidly.
βββββββββββ
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
π₯2π1
π’π#oil #forecast #gold #correlation
McClellan: gold and oil have historically shown a strong positive correlation, with oil lagging gold by 19.8 months. Current conditions suggest an imminent bottom in the oil market.
McClellan: gold and oil have historically shown a strong positive correlation, with oil lagging gold by 19.8 months. Current conditions suggest an imminent bottom in the oil market.
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πΊπΈπ’#gas #lng #us #forecast
over the next 10 years, US will significantly increase its LNG export capacity.
βββββββββββ
#opinion in the long term, demand and prices for natural gas in the US are expected to rise due to increased LNG exports to Europe and Asia.
More and more experts are predicting a rise in U.S. gas prices.
US natural gas prices are at historical lows.
π₯#SJT
over the next 10 years, US will significantly increase its LNG export capacity.
βββββββββββ
#opinion in the long term, demand and prices for natural gas in the US are expected to rise due to increased LNG exports to Europe and Asia.
More and more experts are predicting a rise in U.S. gas prices.
US natural gas prices are at historical lows.
π₯#SJT
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π#copper #macro
Goldman Sachs expects a significant copper shortage in 2024.
Citi announced the start of the second major bull market in copper this century.
Trafigura CEO: in order to fill a potential supply gap of 8 million tons by 2034, mining companies need prices that are higher than $10,000 a ton and possibly as high as $12,000
Goldman Sachs expects a significant copper shortage in 2024.
Citi announced the start of the second major bull market in copper this century.
Trafigura CEO: in order to fill a potential supply gap of 8 million tons by 2034, mining companies need prices that are higher than $10,000 a ton and possibly as high as $12,000
π4