JJT News and Press, iPathA Series B Bloomberg Tin Subindex Total Return ETN From 07/09/21

Nickel prices jump to their highest in four months, while copper, aluminum and other industrial metals also are rising after China said it will cut the amount of cash that banks must hold as reserves to boost economic recovery.Benchmark LME nickel +2.1% to $18,720/ton, its highest since March...

MSCI US REIT Index rallied 2.7% in June, which marks an impressive run of eight consecutive monthly increases. The Russell 3000 Index jumped 2.5% in June, the fifth straight monthly advance. Comparing GMI to US stocks and bonds shows that global asset allocation remains competitiv...

Headline inflation numbers have been brutal, with the CPI rising at rates that would normally call for a fast, hard tightening. Price trends in the industrial and agricultural commodities space are generally flattening, with only iron ore continuing higher. As supply chains unkink...

One risk on investors’ minds hasn’t been much of a factor in nearly a decade: inflation. By the end of 2020, despite real assets regaining some ground, the return deficit was –6.8%. Actually, when evaluated on multiple dimensions—inflation sensitivity, ...

The global commodities complex continued to receive strong investor support over the past month as the world economy entered unfamiliar territory. All forms of transportation are experiencing delays (some intermittently), including ocean freight, air freight, trucking and rail. Ri...

Global miners slide alongside prices for copper and iron ore following weaker than expected trade data from top consumer China that showed lackluster demand for raw materials.Imports to the world's biggest steel market slowed to 89.79M metric tons in May, well below the 98.57M tons China boug...

Some of the merchant banks would have us believe we are in the grip of another supercycle. The constrained global logistics market is pushing costs up and creating shortages across multiple supply chains. Goldman Sachs is predicting the biggest jump in oil demand in history, a ris...

This article deals about my favourite trades for the green energy transition. The green energy transition is a once in a lifetime paradigm shift that we can trade and profit from. Copper and other metals used in the electrification process are undoubtedly a popular way to trade th...

The magnitude of the stimulus over the past year may be driving inflationary expectations. This, combined with potential synchronized global growth and supply constraints, may all serve as tailwinds for commodity producers. VanEck Commodity Strategist and Portfolio Manager Roland ...

The reason why the Fed has not really signaled any concern about the spike in Treasury yields to 1.6% is that the Fed funds rate is anchored at 0-0.25% and any sell-off in the Treasury market expands net interest margins in the financial sector. The Fed wants a higher 10-year Treasury...