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MM remains bullish and long copper.

by James Gerrish

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MM will be a keen buyer of the next $US10/barrel retracement in crude oil.

by James Gerrish

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MM is looking for reflation through 2021 /22.

by James Gerrish

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MM remains bearish the $US medium-term.

by James Gerrish

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We expect further steepening of the yield curve but a rest looks due.

by James Gerrish

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MM is bullish global bond yields through 2021 but believe a “rest” is overdue.

by James Gerrish

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MM is bullish bond yields through 2021 but believe a “rest” is overdue.

by James Gerrish

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MM believes the NASDAQ, and by definition equities, are “looking for” a short-term low.

by James Gerrish

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MM likes tech short-term but continues to believe it will underperform in 2021.

by James Gerrish

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MM believes the S&P 500 is close to a short term low

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