What's the outlook for metals? Join our Head of Research, Daria Efanova, Senior Research Analyst Viktoria Kuszak, and Robert Montefusco from our Industrial Commodities team for a complimentary webinar.
They will present findings from our forthcoming Quarterly Metals Report, with analysis and forecasts for base metals, precious metals, iron ore and steel.
Key themes
- Dovish Fed perception: Why do we believe that there will be a stronger bias for Federal Reserve interest rate cuts in 2026?
- AI story: Our outlook on how the equity space will perform based on AI valuations for 2026
- Liquidity in metals: How much higher can prices rise before liquidity dries up? Could volatility spike further for both precious and base metals?
- Precious metals: What share of the move is macro fundamentals vs speculative positioning? With the Lunar New Year thinning liquidity, does the balance tilt toward short-term positioning?
- Non-benchmark base metals: Fundamentals at work or a liquidity-driven trade?