Ewa Manthey's Comment & Analysis
A complete archive of Ewa Manthey's articles, including current analysis & opinion.
Gold has had a record-breaking rally this year, supported by the Fed’s easing cycle, central bank purchases and safe-haven demand amid heightened geopolitical and economic risks. We believe the...
As expected, Israel and Hezbollah announced a 60-day ceasefire agreement and plans to discuss a longer-lasting peace agreement. The oil market is assessing the new dynamics and how it impacts the...
Copper and other base metals slipped on Tuesday morning amid the strengthening dollar after Trump vowed additional tariffs
Metals – Trump Vows More Tariffs
US President-elect Donald Trump said in a...
Expectations of colder weather in the US and an early start to the withdrawal season have seen US natural gas starting the week on a strong note. Meanwhile, the escalation in Russia-Ukraine tensions...
Oil prices increased yesterday due to supply outages and a weaker US Dollar. Meanwhile, despite Gazprom halting supply to OMV, Russian pipeline gas continues to flow into Europe as usual
Energy –...
China’s finance ministry announced last week that it would end its export tax rebate policy for Aluminium, starting 1 December. LME aluminium prices surged as much as 8.5% on Friday following the...
Natural gas prices in the US and Europe surged higher yesterday. Short covering in Henry Hub provided more momentum to the rally
Energy - Natural Gas Strength, Oil Weakness
Oil prices came under...
Oil prices have held relatively steady as the market awaits the outcome of the US election.
Energy – Middle Distillate Cracks Continue to Firm
Oil prices have held relatively steady as markets await...
Gold climbed to another record high this morning, following an all-time peak just yesterday. Markets are very much focused on next week’s US election
Metals – Gold Hits Another Record High
Gold...
Metals – Gold breaks above $2,700 for first time
Gold broke above $2,700/oz for the first time amid concerns over escalating tensions in the Middle East and ahead of the US election.
Traders are...