Ken Baksh – December Investment Monthly

In our December investment review, Ken discusses the macro picture in the US, Europe, China and Japan before looking at the effects of inflation. We then look at moves over the past 2 months before moving to the UK economy and issues such as consumer confidence, the trade deficit and Govt deficit, insolvencies and recession […]

Business Insider: Iron ore futures hit record highs as Chinese inventories slide again

By Business Insider Chinese iron ore futures have surged to fresh record highs on Monday. Prices for major iron ore grades closed at or near multi-year highs on Friday. The Commonwealth Bank now expects prices will stay higher for longer than it previously forecast, describing the recent decline in Chinese iron ore port inventories as […]

Iron ore prices surge on renewed uncertainty over Brazilian and Australian supply

Article by Business Insider – April 1st 2019 Iron ore spot markets rose strongly across the board on Friday. Uncertainty over supply disruptions in Brazil and Australia, along with firmer steel prices, likely explain the size of the gains recorded during the session. China’s official manufacturing and non-manufacturing PMIs both improved in March compared to […]

Central banks are buying the most gold since the end of World War II — here’s why

Article by Business insider Central banks have bought the most gold since the end of World War II, with the commodity becoming an increasingly valuable hedge against growing global instability. The near-record buildup in government debt globally, particularly in the US, makes other perceived risk-free assets less attractive. Gold is seen to have returns similar […]