FlowBank

1204 days ago

Spot Gold vs. U.S 10 Year real yield inverted: will the yellow metal play catch-up?

U.S real Yields tumbled back to -1%, implying further upside for Gold from here...(source: www.zerohedge.com, Bloomberg) 

#Commodities
Spot Gold vs. U.S 10Y Real Yield (inverted)

1205 days ago

China has all the iron

Overall, China accounts for 70% of the global iron imports, an all-time high. Is the country stockpiling metal out of fear for a coming inflation?

#Commodities
china steel import

1205 days ago

200 year commodity price chart visualises current inflationary trough

Big time inflation coming once the bottom of current commodity cycle is in...

#Commodities #Macro
200 year commodity price chart visualises current inflationary trough

1206 days ago

Oil demand: the rumor of its death has been greatly exaggerated

Global decarbonization efforts won’t de-rail conventional Energy’s recovery anytime soon, given oil demand probably won’t peak until the early 2030s, even under aggressive clean tech assumptions - Source: BP, IEA, World Bank, OECD, MS Research, The Market Ear 

#Commodities
Global oil consumption (mb/d)

1207 days ago

Japan and India could have a tough time in the green energy revolution

The two countries rank highest for fossil fuel consumption

#Commodities
Japan and India could have a tough time in the green energy revolution
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