Daryl Guppy

With a weaker greenback, companies with significant overseas operations report higher profits because foreign currency-denominated earnings translate into more dollars.

CHART VIEW

The US dollar and its impact on markets

A stronger greenback benefits US importers, while a weaker currency has the opposite effect

The picks and shovels of AI run on copper, not code or chips. A single 10-gigawatt data centre needs around 50,000 tonnes of copper.

CHART VIEW

Finding the signal in the noise: pay attention to copper

It is not just a ‘commodity’; it is the load-bearing metal of the modern world

US markets typically retreat in September, but this did not occur this year. Those who remain bearish believe the September pattern is not neutralised, but merely delayed.

CHART VIEW

No sting in September, but October awaits

One of the reactions is to lament the missed shorting opportunities

“Are we there yet?” is also a familiar chorus from investors waiting for a falling market to bottom.

Market bottom: Are we there yet?

THERE is nothing more annoying than driving to Kuala Lumpur when – just past the checkpoint and with Johor Bahru still in the rear view mirror – the children ask: “Are we there yet?”

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