Research

Forecasts and market analysis based on price assessments from Fastmarkets MB and Fastmarkets AMM

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September 2018 | Base Metals


Base metals investment analysis: Speculative sentiment will flip when trade fears subside


Net speculative length is at its most bearish since October 2016. Our view is that speculators have become excessively negative about trade disputes and are overlooking generally bullish fundamentals. This mismatch is unsustainable.


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