Seth R Freeman discusses the conflicting signals in the market, with equity upticks clashing with bond yield concerns. He notes the weakening dollar’s positive impact on emerging markets, particularly Brazil, while India’s prospects hinge on geopolitical factors, especially China. Given current uncertainties like trade tensions, Freeman favors fixed income as a safer investment for the remainder of the year.
Aluminium prices at record highs: What’s driving the rally and what’s next?
Aluminium prices have surged to multi-year highs, driven by strong demand, supply constraints, and rising energy costs. Geopolitical tensions and declining inventories have added volatility