MBCC TH 4th Jun'24 - "But wait why is Oil falling OPEC+ had kept it tight? And what about data centre demand for Copper, dont forget Commodities are cyclical, physical markets never lie!"

There has/had been a BIG disconnect between hedgies and insti chasing Commodities on 2025-2030 secular themes, but people forget Commodities trade on ACTUAL physical flows, not hopes. They are not nvda, amzn etc one can just follow charts and trade them. Physical flows TRUMP chart and specs, always!

MBCC has been highlighting their 25 factor cross asset model for months and we tell you what will happen…what to do now?