Browse macro economics reports
Interest rates, inflation, currency movements, and economic indicators that drive commodity price cycles.
Featured Reports
Commodity Super Cycle Analysis: 2026 Update
Assessment of long-term commodity price cycles, structural supply deficits, and investment implications.
US Dollar Impact on Metal Prices: Correlation Study
Quantitative analysis of dollar strength correlations with gold, copper, and other commodity prices.
Central Bank Gold Reserves: Policy Analysis
Assessment of central bank gold buying trends, reserve diversification strategies, and market impact.
Inflation Hedging: Precious Metals Strategy
Analysis of gold and silver performance during inflationary periods and portfolio allocation strategies.
Macro Economics Reports
Interest Rate Impact on Mining Equities
Assessment of rate sensitivity across mining subsectors and valuation implications.
Global Infrastructure Spending: Metals Demand
Analysis of fiscal stimulus programs, infrastructure bills, and commodity demand projections.
Emerging Markets Currency Analysis: Mining Impact
Assessment of EM currency volatility effects on mining company revenues and costs.
Recession Indicators & Mining Sector Performance
Historical analysis of mining equity performance during economic downturns and recovery phases.
Energy Transition Spending: Macro Projections
Assessment of global decarbonization investment and critical minerals demand implications.
Commodity ETF Flows: Market Sentiment Analysis
Tracking institutional investment flows into commodity ETFs and market positioning.