Benchmark indices extended their winning streak for the second consecutive session on Friday, with the Nifty 50 crossing the 25,300 mark intraday, its highest level since September 19, as banking and pharmaceutical stocks drove the rally amid improving global sentiment and renewed foreign investor interest. The Sensex settled 328.72 points or 0.40 per cent higher at 82,500.82, while the Nifty 50 gained 103.55 points or 0.41 per cent to close at 25,285.35. On a weekly basis, both indices posted gains of appr ...

But Russia's nominal GDP is now $2.2 trillion, about the same level it was in 2013, the year before Russia annexed Crimea.During Putin's first two terms as president from 2000 to 2008, Russia's economy soared to $1.7 trillion from less than $200 billion in 1999.Russia's Center for Macroeconomic Analysis and Short-term Forecasting - an influential research non-profit - said sectors of the economy not connected with the military had contracted by 5.4% since the start of the year. The Center forecasts a major ...

Summary of Key Points from Morgan Stanley's USD Bear Regime Report Industry and Company Involvement - **Industry**: Commodities, specifically focusing on metals - **Company**: Morgan Stanley & Co. International plc Core Insights and Arguments 1. **Continuation of USD Bear Regime**: The report anticipates that the USD Bear Regime will persist due to the Federal Reserve's labor market-focused policies and declining neutral rate expectations, leading to sustained USD weakness [3][68][57] 2. **Positive Impact on Commodities**: Historical data indicates that commodities perform well during USD Bear Regimes, with precious metals like gold, silver, platinum, and palladium averaging a 4.5% monthly increase, while base metals see a 3.7% rise [4][72] 3. **Above-Consensus Metals Outlook**: Morgan Stanley's commodities strategy team projects a positive outlook for metals, with forecasts for 2026 being 9% above consensus, supported by macroeconomic factors such as Fed rate cuts and Chinese policy support [5][102] 4. **Demand Dynamics**: A weaker USD makes commodities cheaper for non-USD holders, potentially increasing demand. Additionally, rising inflation can drive interest in real assets, including commodities [79][87] 5. **Construction Activity Support**: Falling real yields are expected to bolster construction activity, a significant demand sector for metals, further enhancing the positive outlook for the commodities market [87] Additional Important Considerations 1. **Supply-Demand Fundamentals**: While the macro outlook is positive, there are concerns about demand destruction if prices rise too quickly, as seen in recent trends in copper and gold jewelry demand [90][96] 2. **Investor Positioning**: Current net long positioning in many metals is not overstretched, indicating potential for further inflows from investors [97][102] 3. **China's Economic Indicators**: Positive surprises in China's demand indicators, particularly in exports and consumption, are expected to support the metals market despite slower GDP growth [96] 4. **Potential Risks**: The report highlights risks such as price sensitivity in China and the impact of US tariffs, which could affect demand dynamics [97][90] Conclusion - The overall sentiment is bullish for metals in the context of a continuing USD Bear Regime, with supportive macroeconomic conditions and manageable supply-demand fundamentals. However, vigilance regarding potential demand risks and market dynamics is advised.

So, Gadami, can will the AI trade continue to push demand for the copper miners. >> Well, it's not just AI and copper, but yes, Steve talked about this a couple weeks ago. Tim has been talking about it for a while.Freeport should actually be a lot higher. I think copper prices are up. What's what's today. Well, October what.>> Eth 12% already this month. I think up 27% for the year. Back above $5 a pound.Yeah, copper's going higher. Now, we can talk about whether it's inflationary or not. It's probably the ...

It’s not just the precious metals that have taken off recently. Copper, aluminum, palladium, and the like are in bull-market mode, too. The metals rally has shades of the mid-2000s and the months leading up to the infamous September 2011 peak in these key commodities.Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficie ...

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U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 100 points on Wednesday.The Dow traded up 0.32% to 46,751.12 while the NASDAQ rose 0.88% to 22,989.73. The S&P 500 also rose, gaining, 0.57% to 6,752.93.Check This Out: Cramer Warns On One Chip Stock, Says Broadcom Is The Better BetLeading and Lagging SectorsInformation technology shares jumped by 1.1% on Wednesday.In trading on Wednesday, consumer staples stocks fell by 0.4%.Top HeadlineU.S. crude oil inventories s ...

Mercuria Energy’s new metals division is up by around $300 million in trading profits so far this year, as the firm accelerates its return to the sector after years focused on oil and gas https://t.co/Lzx96OvVxA ...

BGN Group has hired former Trafigura Group executive Claire Blanchelande as its global head of metals, the company said in a press release on Tuesday, marking the energy firm’s latest push into the sector https://t.co/fwcDAm4Ccq ...

Core Insights - The focus is on identifying value companies primarily in the commodities sector, particularly those with sustained free cash flows and low leverage [1] - There is an emphasis on companies in emerging markets that exhibit high margins and present good medium to long-term investment opportunities [1] - The analysis prioritizes firms with a strong pro-shareholder attitude, including consistent buyback programs and dividend distributions [1] Company Characteristics - Target companies are those undergoing distress but possess high recovery potential [1] - Preference is given to sectors that are often overlooked by the market, such as oil & gas, metals, and mining [1] - Companies operating outside the United States are particularly of interest for finding value [1] Investment Philosophy - The investment strategy is centered around companies with solid financial health, characterized by sustainable debt levels and strong cash flow generation [1] - The analyst aims to share insights and information to enhance the decision-making process of individual investors within the seeking alpha community [1] - The educational background includes a financial master's degree with a specialization in company valuation and an economic degree [1]