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Industrial Metals in a Security-First World

From advisorperspectives.com

For many decades, international trade flourished with the United States as the lead architect. Global supply chains stretched across continents, capital flowed freely, and commodities were treated as cyclical inputs rather than strategic assets. With nations now turning their focus inward, however, that framework is no longer applicable. The global economy is now moving through what Absolute Strategy Research (ASR), an award-winning macro-strategy firm, has described as a rupture, meaning a break from the assumptions that governed the post–Cold War era. Governments are intervening more directly in markets and supply ... (full story)

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  • Category: Fundamental Analysis