One of the most underreported sentiment shifts of the past week was JPM's announcement late on Friday, that the firm quietly went long commodities -...

James McKay

One of the most underreported sentiment shifts of the past week was JPM's announcement late on Friday, that the firm quietly went long commodities - specifically base metals and copper (in addition to energy) - and the firm also closed it sell (i.e., underweight) in precious metals.


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