The May 2021 edition of our Commodity Market Outlook focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
In the April 2021 edition of Numeraâs Global Macro Monitor, we explore the factors behind the US dollarâs partial recovery in early 2021 and the likelihood of a reversal in last yearâs trend. We believe a period of sustained USD appreciation is unlikely, improving the upside for EM and commodity investments.
The April 2021 edition of our Commodity Market Outlook focuses on base metals and iron ore, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
The April 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation, and exchange rates.Â
The March 2021 edition of Numeraâs US Macro Monitor explores the factors behind the surge in long-term Treasury yields and its implications for US investment strategy. We find that the increase primarily reflects stronger growth prospects, which improves the relative appeal of US equity holdings.
In the March 2021 edition of Numeraâs Global Macro Monitor, we discuss Chinaâs economic outlook and the factors behind the ongoing CN equity sell-off. We find that the correction realigns stocks with macro fundamentals, which in a context of strong global growth limits tail risk on new investments. Read More
The March 2021 edition of Numera Analytics’ Global Macro Perspectives report features in-depth commentary of the key macro themes shaping the global economic outlook, as well as our latest country and regional views on growth, inflation, and exchange rates.Â
The March 2021 edition of our Commodity Market Outlook focuses on gold, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.
The February 2021 edition of Numeraâs US Macro Monitor explores the possibility of âoverheatingâ. While GDP should normalize by Q4/21, it will take longer for the job market to recover, mitigating inflationary pressures. The macro outlook favours stocks over bonds, especially âreopeningâ sectors.
The February 2021 edition of our Commodity Market Outlook focuses on crude oil, covering recent market developments and our pricing outlook over the coming year. As usual, we also provide an update on our latest views on broad commodity markets.