Core Insights - The Hecht Commodity Report is recognized as a comprehensive source for commodities analysis, covering over 29 different commodities and providing various market calls and trading recommendations [1][2]. Group 1: Energy Commodities - Traditional energy commodities include crude oil, natural gas, coal, and biofuels, while nuclear energy has faced challenges due to historical accidents like Chernobyl and Fukushima [2]. - Despite past issues, nuclear energy is expected to make a comeback by 2025, indicating a potential shift in energy strategies [2]. Group 2: Market Analysis - The report offers bullish, bearish, and neutral calls, along with actionable trading ideas for both traders and investors, highlighting its utility in navigating the commodities market [1][2].

Vietnam ended its decades-long monopoly on bullion trade and production, the first major liberalization of the market in more than a decade https://t.co/FZZdQX9cId ...

Core Insights - Gold prices fell below $4,000 per ounce due to escalating geopolitical tensions from Russia's attacks on Ukraine's energy infrastructure [1][3] - Crude oil prices also declined, with West Texas Intermediate (WTI) and Brent crude experiencing drops of 0.37% and 0.44% respectively [4] Geopolitical Context - Russia has intensified its strikes on Ukraine's energy assets, with over 1,550 attacks reported in recent days, particularly affecting regions like Chernihiv, Sumy, and Poltava [3] - The attacks have resulted in injuries and power outages in Kyiv, reflecting a strategy to disrupt civilian access to energy during winter [2] Market Reactions - Following the attacks, gold prices decreased by 0.24% to $3,966.57, down from a previous high of $4,059.34 [3] - Crude oil benchmarks also fell, with WTI at $61.28 per barrel and Brent crude at $64.93 [4] Analyst Insights - Analysts expect continued volatility in crude oil prices, with support levels identified at $60.60-60.00 and resistance at $62.00-62.70 [5] - For gold, support is noted at $3,940-3,910, while resistance is at $4,020-4,045 [5] Broader Market Impact - The escalation in the Russia-Ukraine conflict has overshadowed recent optimism from a U.S.-brokered Israel-Hamas peace deal, which had previously lifted gold prices above $4,000 [6]

Core Insights - The Straits Times Index (STI) reached a new 52-week high, but three blue-chip stocks experienced significant declines, raising questions about whether these are temporary setbacks or indicative of deeper issues [1][2]. Group 1: Singtel - Singapore Telecommunications Limited (Singtel) reported a total return of -4.8% for September 2025, primarily due to issues with its Australian subsidiary, Optus, which faced a network outage impacting around 4,500 customers [3][4]. - Optus accounts for approximately 50% of Singtel's revenue, and the recent outages occurred while the CEO was under scrutiny from Australian authorities [4][5]. - Despite the decline, Singtel's share price remains near a decade high, and the company has a strategic plan to reward shareholders with dividends between 70% and 90% of underlying profits [5][6]. Group 2: CapitaLand Investment Limited - CapitaLand Investment Limited (CLI) experienced a total return of -3.9% for September 2025, with total revenue for the first half of 2025 reported at S$1.0 billion, down 24% year on year [7][9]. - The decline in revenue was largely due to the deconsolidation of CapitaLand Ascott Trust, which removed S$322 million from revenue; excluding this impact, CLI's revenue actually grew by 7% [10]. - Operating profit after tax and minority interest (PATMI) fell to S$260 million, a 12% decrease year on year, attributed to divested assets and lower fund performance fees [11][12]. Group 3: Wilmar International - Wilmar International Limited reported a total return of -3.7% for September 2025, facing regulatory challenges in Indonesia, including a fine of nearly US$710 million [14][16]. - Despite the fine, Wilmar generated US$1.3 billion in free cash flow for the first half of 2025, which is sufficient to cover the penalty [16]. - The company operates across a diverse range of segments, including food products and agribusiness, which are subject to commodity price fluctuations [17].

Group 1 - The article provides a market analysis covering various commodities including Gold Spot in US Dollar, Copper Futures, US Coffee C Futures, and Brent Oil Futures [1] Group 2 - The analysis highlights the current trends and price movements in these commodities, which are essential for investors to make informed decisions [1]

Group 1 - Lithium Americas Corp. (NYSE: LAC) is positioned as a strong investment opportunity due to government involvement, strategic US projects, and partnerships, particularly with General Motors [1] - The Thacker Pass project is highlighted as a critical source for the future of electric mobility, indicating its significance in the lithium supply chain [1] Group 2 - The article emphasizes the importance of fundamental momentum indicators such as EPS, ROE, and revenue in evaluating investment opportunities [1] - It mentions the use of econometric tools like GARCH and Granger causality to assess risk and volatility, suggesting a comprehensive approach to market analysis [1]

Core Insights - The article discusses the current trends and developments in the cryptocurrency market, highlighting the increasing interest from institutional investors and the potential for future growth in this sector [3]. Group 1: Market Trends - There is a notable rise in institutional investment in cryptocurrencies, indicating a shift in market dynamics and greater acceptance of digital assets [3]. - The volatility of cryptocurrencies continues to attract both retail and institutional investors, with many viewing it as a hedge against inflation [3]. Group 2: Future Outlook - Analysts predict that the cryptocurrency market will continue to evolve, with advancements in technology and regulatory frameworks playing a crucial role in shaping its future [3]. - The potential for new financial products and services related to cryptocurrencies is expected to drive further investment and innovation in the sector [3].

Market Overview - U.S. stocks showed mixed performance with the Nasdaq Composite gaining over 50 points, while the Dow increased by 0.03% to 46,413.22 and the S&P 500 fell by 0.21% to 6,702.84, amidst a government shutdown that began at 12:01 a.m. on October 1 [1] Sector Performance - Health care shares increased by 1.9%, while communication services stocks decreased by 1.6% [2] Company Earnings - RPM International Inc. reported fiscal 2026 first-quarter sales of $2.11 billion, a 7.4% increase from $1.97 billion a year earlier, surpassing the $2.057 billion estimate. Net income was $227.6 million, with diluted EPS remaining flat at $1.77, while adjusted diluted EPS rose by 2.2% to $1.88, aligning with expectations [3] Commodity Prices - Oil prices fell by 1.4% to $61.51, while gold prices increased by 0.7% to $3,900.10. Silver rose by 2.4% to $47.740, and copper decreased by 0.2% to $4.8455 [6] Global Market Performance - European shares experienced gains, with the eurozone's STOXX 600 up by 0.94%, Spain's IBEX 35 Index rising by 0.50%, London's FTSE 100 increasing by 0.82%, Germany's DAX 40 gaining 0.72%, and France's CAC 40 up by 0.85% [7] - Asian markets closed mixed, with Japan's Nikkei 225 down by 0.85% and India's BSE Sensex up by 0.89% [8] Notable Stock Movements - Chijet Motor Company, Inc. shares surged by 142% to $0.3918 following an MOU for a private placement offering of up to $1 billion. Ryvyl Inc. shares increased by 64% to $0.4868 after announcing a $75 million merger agreement. Healthcare Triangle, Inc. shares rose by 19% to $3.1200 due to its QuantumNexis EMR platform surpassing $20 million in processed revenue [9] - Conversely, Cheer Holding, Inc. shares dropped by 68% to $0.2201 after announcing an $8.5 million offering. Axcelis Technologies, Inc. shares fell by 10% to $87.74 following an all-stock combination with Veeco Instruments. Clean Energy Technologies, Inc. shares decreased by 27% to $0.2066 after announcing a 1-for-15 reverse stock split [9]

Market Performance - U.S. stocks traded higher, with the Nasdaq Composite gaining around 150 points on Monday [1] - The Dow rose 0.19% to 46,333.68, the NASDAQ increased 0.67% to 22,635.76, and the S&P 500 climbed 0.42% to 6,671.51 [1] - Information technology shares jumped by 0.8%, while energy stocks fell by 0.8% [1] Real Estate Sector - U.S. pending home sales surged by 4% in August, marking the sharpest gain in five months, compared to a 0.4% decline in the previous month [2][7] Commodity Market - Oil traded down 2% to $64.41, while gold rose 0.9% to $3,844.30 [4] - Silver increased by 0.5% to $46.895, and copper rose 0.7% to $4.8070 [4] European Market - European shares were mostly higher, with the eurozone's STOXX 600 gaining 0.2% [5] - Spain's IBEX 35 Index fell 0.2%, London's FTSE 100 rose 0.4%, Germany's DAX 40 slipped 0.1%, and France's CAC 40 climbed 0.3% [5] Asian Market - Asian markets closed mixed, with Japan's Nikkei 225 falling 0.69%, Hong Kong's Hang Seng gaining 1.89%, China's Shanghai Composite rising 0.90%, and India's BSE Sensex falling 0.08% [6] Stock Movements - Maison Solutions Inc. shares surged 257% to $3.3603, while Predictive Oncology Inc. shares rose 112% to $1.64 after a reverse stock split [9] - Maison Solutions Inc. shares also gained 167% to $2.56 [9] - KALA BIO, Inc. shares dropped 92% to $1.4350 after failing to meet primary endpoints in a clinical trial [9] - MoonLake Immunotherapeutics shares fell 89% to $6.76 following disappointing trial results [9] - IO Biotech, Inc. shares decreased 75% to $0.3941 after an update post-FDA meeting [9]

Market Trends - Soybean oil futures fell to the lowest in more than three months [1] - Lack of demand from China for US supplies pressured the entire soy complex [1]