JJM News and Press, iPathA Series B Bloomberg Industrial Metals Subindex Total Return ETN

2023-05-16 01:05:00 ET Summary April showed a slight downturn for commodities. The gains of the agriculture and livestock sectors were not enough to offset industrial metals, the weakest sector. Lingering economic growth concerns triggered by the March regional banking crisis and ...

2023-05-02 16:06:00 ET Summary The European Union's implementation of a Carbon Border Adjustment Mechanism (CBAM) to reduce the risk of carbon leakage as it strengthens its Emission Trading System is likely to push consumer prices higher and affect metal trade flows. It will also ...

2023-04-26 05:00:00 ET Summary A series of power cuts have disrupted production in China's Yunnan province, a region that accounts for roughly 12% of China's total aluminum capacity. China's imports of bauxite, the main source of aluminum ore, increased by 3% compared to last year...

2023-04-07 10:30:00 ET Summary As a result of decades of globalisation and rising wealth inequality, we may well be entering a new regime - one of higher inflation and higher inflation volatility. These regimes shifts do not occur at once, but over time. Indeed, the past five to 1...

2023-03-28 14:41:00 ET Summary The Yunnan province, the aluminum manufacturing hub of southern China, is reducing production of the metal due to a severe water shortage. Manufacturing activity in the world’s second-largest economy continued to expand at the fastest pace in ...

2023-03-07 16:06:00 ET Summary The shifting geographic demand for commodities in focus. China's growing dominance of the EV supply chain. Oil demand in India and China. Daniel Ghali, Senior Commodity Strategist at TD Securities, speaks with Greg Bonnell about...

Summary Tightening monetary policy, Europe’s energy crisis, and China’s COVID-19 lockdowns have contributed to risk aversion in the economy and markets. China’s early reopening from its COVID-19 lockdowns is already putting pressure on tight inventories. Destock...

Summary The US announced it will raise tariffs on more than 100 Russian metals, including aluminium. The US is not a significant buyer of Russian aluminium, which usually accounts for about 10% of total US imports, though this share has been even smaller recently. LME aluminium pric...

Summary Given the forecastable nature of the business cycle, understanding what markets are pricing in from a business cycle perspective is an integral tool to one’s asset allocation decisions. As it stands, stocks as a whole have done a solid job pricing in the growth slowdown. ...

Summary The jobs report certainly seemed good, but everyone who’s been doing this a while knows that January is one of the months that often gets revised a lot. Markets have pushed out the recession start date quite a bit over the last two weeks. Eurodollar and SOFR futures - sho...