Market Trends & Commentary

Insightful commentary on the markets and the implications going forward. http://csmltd.com/market-scope-newsletter/
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Several demand related factors have been driving prices higher including increased investment in data centres, AI, and electrification, particularly for electric vehicles (EVs) and renewable energy infrastructure but there's more..

#investing #copper #commodities #economy #startinvesting
Copper Trends
Several demand related factors have been driving prices higher including increased investment in data centres, AI, and electrification, particularly for electric vehicles (EVs) and renewable energy infrastructure but there's more.. #investing #copper #commodities #economy #startinvesting
Bipolar investment markets - with May being "Mental Health Awareness Month", it provides a perfect opportunity to assess the current state of the investment markets and identify potential symptoms of its existing imbalances and disorders

#investing #equities #interestrates #economy #money
Bipolar Investment Markets
Bipolar investment markets - with May being "Mental Health Awareness Month", it provides a perfect opportunity to assess the current state of the investment markets and identify potential symptoms of its existing imbalances and disorders #investing #equities #interestrates #economy #money
the graph shows that there are many different types of debt projections
A Matter Of Life And Debt
US debt has been on a steady incline since the early 2000s due to the US running a consistent deficit for 22 years. This trend, fuelled by excess spending during the pandemic, tax cuts and expansive programmes but where will it end? #interestrates #savings #economy #money #finance #startinvesting
two golden bull statues standing next to each other on a gray background with one looking at the other
It Could Be Gold Time To Shine
Despite the recent gold rally, there could still be upside if history is anything to go by With central banks increasing reserves and geopolitical risks on the rise, there is a clear investment case for holding gold #investing #gold #investments #commodities #interestrates #economy #money #startinvesting #trading
a glass globe sitting on top of stacks of coins next to trees and buildings in the background
Where has the 'greenium' gone?
Where has the 'greenium gone? - a few years back a new word was added to the long list of bond market jargon: 'greenium' - this refers to the lower yield on bonds with positive ESG fundamentals compared to the equivalent bonds that do not #investing, #equities, #investments, #ethical, #dfm #savings, #economy, #impactinvesting, #esg, #startinvesting,
a bag with the word liquidity on it sitting next to some coins and an arrow
〽️ Understanding Liquidity Issues Of Prperty Investments
It is critical that any investor in the real estate sector understands and appreciates the illiquid nature of the underlying asset class.
As the fashion industry continues to adapt to the climate emergency, it is clear that investors and consumers have a significant role to play in bringing sustainable fashion brands to the fore. #investing, #equities, #investments, #commodities, #interestrates, #impactinvesting, #startinvesting, #esg #climatechange Jumpers, Ugly Christmas Sweater, Novelty Sweater, Christmas Sweaters, Christmas Jumpers, Couples Sweaters, Novelty Christmas, Christmas Couple, Xmas Couple
Bringing Fast Fashion To Account
As the fashion industry continues to adapt to the climate emergency, it is clear that investors and consumers have a significant role to play in bringing sustainable fashion brands to the fore. #investing, #equities, #investments, #commodities, #interestrates, #impactinvesting, #startinvesting, #esg #climatechange
a light bulb sitting on top of a table next to butterflies
💰Is Cash King?
If we are close to peak interest rates, as many economists suggest, then history would imply that cash should be usurped from its throne, or will it be? #investments, #interestrates, #fundmanagement, #economy, #money, #startinvesting,
two people standing on rocks looking out at the ocean with waves crashing in front of them
〽️Interest Rate Volatility
What exactly has been driving this volatility and is this trend going to reverse anytime soon? #investing, #equities, #interestrates, #economy, #startinvesting,
an airplane is flying low over the water
Will there be an investment soft or hard landing ahead?
The investment markets over the coming quarters will pivot off two main outcomes: A soft, or a hard landing. Right now, it's so hard to call that some economists and pros have given up trying. Phil Hadley provides his insight but says take your pick but make sure you are 'in a plane' that can handle both. #investing, #equities, #interestrates, #dfm #fundmanagement,#economy, #startinvesting,
several pins on a map with red thread
Bond Market Storms
The storm brewing in bond markets has reached a new intensity, This matters a great deal to financial markets globally, when it moves sharply, as now, it reverberates globally and immediately. #investing, #equities, #investments, #interestrates, #dfm #economy, #startinvesting,
two black dices with white dots on them sitting next to each other in the dark
Base Rate Impacts
Base rates are a useful tool for investors when making decisions that involve factors that can disrupt the balancing of risk and reward in a portfolio #investing, #equities, #investments, #interestrates, #dfm #fundmanagement, #savings, #economy, #startinvesting,
a hot air balloon in the shape of a pink pig with eyes on it's nose
The Growth Opportunity For Moonpig
Investors rarely seem to learn from past booms and busts but having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig and fund managers alike is now clear