Oil set to rise further

May 13, 2021 | Articles

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.

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Are metals entering a new super-cycle?

April 21, 2021 | Articles

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.

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Why the weakness in gold prices

March 16, 2021 | Articles

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.

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The reflation trade is back on for 2021

December 17, 2020 | Articles

In the December 2020 edition of Numera’s Global Macro Monitor, we discuss our views about the global economy in 2021, and its implications for investment strategy. As the world transitions towards a ‘reflationary’ regime, we suggest overweighting hard assets and resource-rich equity markets. Read More