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Showing posts with the label copper price
Caught the Copper rally as the market shifts (again) from recession to stagflation trades. Central Banks are beginning to follow suit to the Fed's inactions that they have come to end of higher rates to suppress inflation, in lieu of a global slowdown. The high NFP number changed all that. America's CPI cold be heading towards 10% . Maybe it is time to price in a 1.00% rate hike by the Fed.
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Copper and Nickel are grossly oversold. After being short squeezed, the prices were shorted again on the back of Investment Banks calling a global recession.
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“Inflation and the Finite endgame” Peak Copper. Could the copper shortage lead to a technological collapse? (Posted on May 24, 2021. A.Glass 2021)
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China won't tighten its economic policy on looming stagflation . Chinese 10 YR yields have dropped, while Copper and Oil are bid, showing that inflation and a slowing economy are simultaneously occurring. China hyperinflation and on a war footing re: Taiwan?
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