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Commodity Supercycle and Risks to Energy
What is a commodity supercycle? Are we in one? Energy vs Industrial Metals supercycles. How does the November US election affect a potential energy…
Aug 27, 2024
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Cameron Puckey-Kirby
2
1
Accepting Higher Structural Inflation: The Fed Will Cut!
Analysing the arguments both against and in favour of the Fed cutting interest rates, how the other central banks will follow, and where this leaves…
Aug 19, 2024
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Cameron Puckey-Kirby
1
Gold Disconnect and the Coming Cutting Cycle
How Asian market will make gold a lukewarm investment as the Fed looks to cut interest rates.
Aug 12, 2024
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Cameron Puckey-Kirby
1
1
1
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Gold Disconnect and the Coming Cutting Cycle
Aug 12, 2024
•
Cameron Puckey-Kirby
1
1
1
Accepting Higher Structural Inflation: The Fed Will Cut!
Aug 19, 2024
•
Cameron Puckey-Kirby
1
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