Today we discuss what is happening in PHYSICAL Commodity markets from Iron ore, Copper, Aluminium, Gas, Oil .. Why do Commodity prices keep dropping every day? But wait China reopening was going to save the day?
We discuss our 25 quantitative factor model to see what trends it is picking up about the next 3 months and discuss what is going to happen.
Sign up today to find out and where asset allocation is misguided..What is the trade? What is the macro theme? And no, it is not about Value.