inventories

Geologist James Cooper explains the commodty supply problem is real and is set to deliver higher metal prices in future.

Backlog Backdown and Inventory Increase: This is one of the most intriguing charts on my desk at the moment, it shows our composite global PMI backlogs indicator...

February’s reporting season was unusual. At a time of year when focus is typically on earnings, these were largely overshadowed by macro-economic events. War and...

I have some pretty clear ideas about which trends are sustainable and which ones aren't in the long term. However, the short term is far less clear. A combination of...