COT: Bullish commodity bets cut despite recovering prices
Futures positions and changes made by hedge funds across 24 commodity futures during the week to February 11
Equity Update: China Equities Surge on Stimulus
Today we mull the prospect of continued monetary and fiscal stimulus from China. As well as the prospect for downward revisions to growth and earnings which elevates tail risks, but is countered with ongoing policy support.
Critical week ahead for mining companies
This week several of the world's largest mining companies will report earnings which is important for understanding the evolving demand picture in China as the overall equity market has lost its signal value for global investors due to concentration of the indices around a few technology companies.