Global Views

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Monthly Metals Strategy

We have turned short-term neutral from bearish towards industrial metals as there is potential for a modest relief rally in Q313. Price sentiment has declined to bearish extremes in recent months....

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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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Iron Ore: Bolstered By Major Miners

Major iron ore miners in Australia and Brazil look set to press ahead with a series of expansion plans despite the dull outlook in the global mining sector. While China's economic slowdown will be a...

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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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