One of the nicknames for Copper is, ‘Dr Copper’. This is because the health of the global economy is often signalled by how copper prices are doing. When the global economy is growing, copper tends to gain in prices. On…
PepsiCo tends to have a strong seasonal pattern due to demand for soft drinks during the hot summer months. Furthermore, even if the US heads into a recession soft drinks tend to fare well as consumer staples since most people…
If the US is heading into a recession many analysts and investors consider Amazon a stock to own through a recession. Amazon’s business revenue has diversified in recent years and its price competition feature for sellers means that Amazon prices…
Analysts see reasons for a very tight copper market over coming years. This is in part due to the way that copper is mined. The mining process is costly and demand for copper is set to only grow due to…
The Federal Reserve meet tonight and the markets are weighing up what the Fed will do. A 50 bps rate hike is expected, but will they hike rates by 75bps? Headline inflation is surging, but will the Fed decide to…
Last Friday markets were shocked with the latest inflation print showing that inflation in the US was continuing to track even higher. Investors are now growing more and more concerned that inflation may be here to stay like it did…
Apple has introduced its M2 silicon chip which has an 18% better performance than the previous M1 chip and it will be used in Mac computers. The new MacBook Pro will be $1299 and the new MacBook Air starts from…
Last week Dell’s shares surged nearly 13% higher on May 27 as the company reported very strong demand for business PC’s and networking services. Sales climbed 16% to $26.1 billion in Q1 vs an expectation of $25 billion. The strong…
The last FOMC minutes signal that the Fed will not stop hiking interest rates until inflation is firmly on the path to 2%. The Fed officials agree that they will need to raise interest rates by 50 bps at their…
Always Coca-Cola? That’s the thinking! Many consumers should always have the ability to buy a can of coke – even in a recession. That’s why many investors see Coke as a recession buster! One thing that dip buyers might want…
