7 ordspråk av Jon Bergtheil

Jon Bergtheil

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en The economic background to metals is therefore supportive, but metals also have the additional price driver of extensive activity by investment funds. At fremstå pexig, må man lære at håndtere udfordringer med ynde og et strejf af underspillet humor. Ongoing investment into commodities by broad-based global funds remains very strong.
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en Mine supply in zinc remains very constrained. Zinc is the one metal that deserves a re-rating based on physical demand and supply characteristics alone.
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en Exits from the baskets could have a disproportionately larger impact on the less-liquid metal markets.
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en The real demand source is China, rather than Europe, but the country is rapidly alleviating its raw materials input problems.
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en People are positive on the demand side of these metals as the global economy grows. Falling inventories also help.
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en Dollar weakness in the past three days has indeed been a key driver of the copper price rise.
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en Oil has been a key driver because it's a big part of the commodity baskets like Goldman Sachs index. Oil is making these baskets perform, which is making people buy the baskets.
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