ABP Invest Limited’s Post

This has been the third time we are Positive Dr. Copper over the last 5 years… Last time our process captured a 93% appreciation given our concerns on inflation, which we expressed through a positive outlook on commodities and a negative outlook on bonds. But now, do we maintain our Positive outlook given the significant rally on expectation of a global recovery, or is everything already in the price?  Reach out for a chat and exchange of views….  Connecting #Geopolitics #Economics #Markets

I would like to know how do you get information or news about the macroeconomic factors, foreing exchange market or commodities. Which site or newspaper its accurate in this topics. #question #commodities #foreingexchangemarket #opinion #comments

According to Kevin Ivers of the DCI Group, the political cycles in Latin America tend to go along with the cycle of commodities. If that is true, then it’s very important to pay attention to the outlook for commodities in Latin America, for both economic and political reasons. Mike McGlone, of Bloomberg Intelligence, reminded our audience at the Miami Economic Forum, which took place on February 2, that  “China in reversion — that’s nothing but positive and good for LATAM and South America.” A lot of commodities are starting to tilt towards near shoring and reshoring — to Mexico and South America. “Commodities generally are a key wealth generator in Latin America,” said Kevin Ivers. “Is the fiscal framework going to be developed to channel that wealth generation towards formal economy developments, through value-added projects. Or is it going to be channeled to state-driven activity?” With 75% of the world’s lithium reserves are in the Lithium Triangle — Bolivia, Chile, and Argentina — the demand for these metal are going to continue to be very strong. This is emblematic of the huge opportunity and potential in Latin American. Watch the entire discussion, moderated by Ryan McGregor of Sweet New England Company, in the featured video below!

Now could be the perfect moment to leverage opportunities in the commodities market benefiting from perspectives on both inflation and the business cycle and setting the stage for potential benefits in the future. Discover our insights on commodities and the broader economic landscape in our 2024 March Newsletter. For those interested in downloading or viewing the newsletter, please visit the following link: https://lnkd.in/ePszAyZJ

Our 8th Annual Gold Outlook Report reveals... 📈 Our price predictions for gold and silver in 2024 🤖 The most important macroeconomics events to shape 2024 ✂️ Our analysis of the Fed’s anticipated rate cuts, how likely they are and their impact 💳 A deep dive into one of the most important economic indicators 🌏 Who’s been buying gold and silver and what the fundamentals are saying 🗳️ A review of our calls in 2023 Get the Gold Outlook Report here: https://buff.ly/3PlG2z8

Stay up to date with our Weekly Market Report 📑 We guide you through macroeconomics, follow the oil price levels and combine it with the latest news from the bunker market. Sign up today and receive the report in your inbox every Tuesday. 👉Sign up today: https://lnkd.in/dcWjth_G #MarketReport #danbunkering #RidetheNextWave #maritime #shipping

Stay up to date with our Weekly Market Report 📑 We guide you through macroeconomics, follow the oil price levels and combine it with the latest news from the bunker market. Sign up today and receive the report in your inbox every Tuesday. 👉Sign up today: https://lnkd.in/dYWTpTn8 #MarketReport #danbunkering #RidetheNextWave #maritime #shipping

🛢️Geopolitical downside risk to oil production can have sizeable effects on oil price uncertainty and the global economy. ⭐This column argues, however, that it is not a major driver of macroeconomic fluctuations because large shifts in such risk are rare. 👉Macroeconomic disaster risk is a more important driver of economic downturns. It also increases oil price uncertainty. 📊This helps explain why higher oil price uncertainty has historically been associated with lower real activity. Vox column by: Lutz Kilian, Michael D. Plante, Alexander W. Richter (Federal Reserve Bank of Dallas) Read more here: https://ow.ly/U5pL50SM05g

Stay up to date with our Weekly Market Report 📑 We guide you through macroeconomics, follow the oil price levels and combine it with the latest news from the bunker market. Sign up today and receive the report in your inbox every Tuesday. 👉Sign up today: https://lnkd.in/db5vMRTA #MarketReport #danbunkering #RidetheNextWave #maritime #shipping