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Commodities are currently undervalued vs. equities
Source: Vontobel
China copper demand surge 📈
What is China going to do with all this copper? Source: CEO Technician
What does a $1T data center upgrade cycle mean for copper demand?
Here is how to do the math 👇 Is copper not that scarce after all? Source: Visual Capitalist thru IVANA SPEAR
India just reported record monthly imports of silver.
Source: Tavi Costa, Bloomberg
Global PMIs recovering nicely.
Source: Markets & Mayhem reposted Ayesha Tariq
Commodities have truly broken out now.. Is anyone paying attention?
Source: Bloomberg, Andreas Steno Larsen
Despite recent surge in prices, Silver remains quite cheap compared to gold, and the price of silver is well away from its prior all-time highs.
The so-called "silver squeeze" have disappointed many and prior rallies faded. But this time could be different. Industrial utilization is increasing and investor interest is as well... Could silver catch up with Gold? Source: Bloomberg, Markets & Mayhem
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