22 Nov 2023
Uranium surges above $80 for the first time in more than 15 years
Source: Barchart, Bloomberg
22 Nov 2023
The biggest bull market post-COVID has not been in the Magnificent 7 or any other equity markets; it has been in these two commodities:
1) Orange Juice: 246% 2) Uranium: 568% Source: Macrobond, Sagar Singh Setia
20 Nov 2023
Copper hits widest contango in AT LEAST 29 years
Source: Barchart, Bloomberg
1 Nov 2023
Orange juice hit another all-time high this week
Source: Tradingview
30 Oct 2023
How big is the Oil Market ?
by Elements / Visual Capitalist
27 Oct 2023
Uranium narrative has made headlines again...Prices are now back above the levels seen before the Fukushima incident in March 2011...
Source: Game of trades
17 Oct 2023
Cost to move oil has surged!
Since Hamas attacked Israel, freight rates on 16 global routes are up +50%. Biggest gain has been for shipments across the Mediterranean Sea, which are up 2x. This is inflationary Source: Bloomberg, Genevieve Roch-Decter
11 Oct 2023
European gas price jumped to 6mth high as security threats to region’s infrastructure added to rising tensions in Middle East
Q3 Revenue +9% Y/Y to €20.0B (in cc). 🍷 Wines & Spirits -14% to €1.5B. 👜 Fashion & Leather goods +9% to €9.8B. 💅 Perfumes & Cosmetics +9% to €2.0B. 💍 Watches & Jewelry +3% to €2.5B. 🛍️ Selective retailers +26% to €4.1B. Source: Quartr, App Economy Insights
