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MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
MNI MARKETS ANALYSIS: A Reversal In The S&P?
Executive Summary:
- The sharp deceleration in global liquidity is pricing in a downside risk in commodities
- Selling pressures may rise on some China-sensitive commodities such as copper in case of a disinflationary outlook in 2022
Link to full article:
The chart shows that the significant deceleration in global liquidity (measured as the combined assets of the major central banks) could start to weigh on commodities in the coming months and is pricing in a disinflationary outlook. The annual change in global liquidity has strongly led the percentage annual change in commodities by 9 months in the past cycle.
Source: Bloomberg/MNI
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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