Global Views

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BlackBerry Crumbles And Goes Private

BlackBerry has agreed to be acquired by one of its largest individual shareholders in a deal that values the business at just US$4.7bn. Canadian insurance company Fairfax Financial Holdings Ltd -...

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Weekly Mining & Projects Roundup

The relatively strong performance of the Bloomberg World Mining Index over past weeks is set to reverse as it meets with stiff resistance around the 250 mark. Approaching Q413, we forecast increased...

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Global Wheat Outlook: EU Focus

We believe EU wheat prices have found a bottom around the EUR175/tonne level, in line with our view for global prices to bottom around the USc640/bushel level. Technicals show signs that EU prices...

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Views Update: Bearish Iron Ore

We have entered a bearish iron ore view into our commodities strategy table and expect a significant decline in prices over the coming months. The Q313 relief rally in industrial metal prices looks...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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Global Commodities Strategy

The Q313 rally in industrial metal prices has limited room to run and we think the time to re-enter a bearish industrial metals view in our strategy table is approaching. This is underpinned by our...

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