William Adams
William Adams
bullish disruption doubt lead metals strike suffering supply three
This is no doubt a bullish factor. Copper, lead and zinc are the three metals that are suffering supply disruption from strike action.
demand distinct economy given global high housing interest lofty market metals period prices profile rising slower slowing suffer
Should the global economy suffer a period of slower demand, which is a distinct possibility given rising interest rates, a slowing housing market and high debt, then the demand profile on the metals could suffer. In turn, these lofty metal prices would then look out of place.
bullish changing hard metals near overall sentiment
Overall the sentiment in the metals is still very bullish and it is hard to see this changing in the near term.
buying change good join looking metals providing reluctant seems
The metals are looking nervous, the sell-offs are providing the dip-buyers with good opportunities but for a change the follow-on buying seems to be reluctant to join in.
concerns event external likely ongoing prices supply trends unless upsets
This, and ongoing concerns over supply are likely to underpin prices, so unless some external event upsets the funds, the upward trends are likely to keep prices on the rise.
copper correction outlook prospects
If the outlook does deteriorate then the prospects for a correction in copper increases.
chinese data dollar rebound seems sharp slightly strong weaker
The combination of a sharp rebound in US equities, a slightly weaker dollar and strong Chinese data seems to have been enough to underpin the metals.
generally historic low standards stocks supply threat
Stocks are generally low by historic standards and the threat of supply disruptions hangs over the market.
copper investors market recent reminded risen stocks supply though threat tight
The threat of supply disruptions has reminded investors just how tight the copper market is, even though stocks may have risen in recent months.
age-and-aging bandwidth building capital charge companies flowing leading
There's a lot of capital flowing into 'information-age' companies. These are 25 companies that are leading the charge in building the bandwidth for the world economy.
continues copper defy needless
Needless to say copper continues to defy gravity.
anti good outside save stuff
For a while I was anti working outside of the Peas, because I wanted to save all the good stuff for us.
seemed
My own wisdom, and that of all about me seemed insufficient for the day.
happen needs surprised turns
I wouldn't be surprised if they consolidate for a while. Something else needs to happen before this turns into a rout on the downside.