Steel and aluminium imports "are not very large as a share of the total", but they have wider implications as they signal the potential for a continued escalation in tariffs, Fitch’s BMI Research said ...

A defining feature of CMCITR is its greater allocation to industrial metals and reduced allocation to precious metals ...

Equities remain elevated for now, but a tired market cycle and rising commodity prices signal increasing downside risk into late 2024 and 2025. Cyclical commodities, especially industrial metals and ...

Those who follow my Evening Wraps on Market Index will be all too aware of the S&P ASX Resources Index’s (XJR) underperformance into the end of FY24. Since its peak of 6180.7 on 22 May, the XJR ...