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Reporting on key macro data at the time of release.
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COMMODITIES: Thursday saw Goldman Sachs release a note suggesting clients should
"go long copper, silver, steel and stay long gold. Investors should focus on
commodities that are both less exposed to areas with new outbreaks -- Asia and
Europe versus the Americas -- and less exposed in the event of an outbreak --
investment goods (capex commodities) versus consumption goods (opex
commodities). Further, commodities that are labour-intensive and produced in the
Americas are far more likely to see covid-related disruptions. An environment
where China, the world's largest retail buyer, outperforms the US is ideal for
gold, giving us greater conviction in our $2000/toz target.
- Long Brent, short WTI. To avoid the tension between short run weaker oil
fundamentals and upside risk from a falling dollar, a long Brent-WTI spread
trade gains exposure to a stronger recovery in Asia and Europe while avoiding
the direct downside gap risk created in the US market."