Market Analysis

Colin Twiggs’ weekly coverage of financial markets and the economy — including mega-trends, key sectors, inflation, interest rates, commodities, energy and precious metals. The aim is to be brief and to the point, rather than write lengthy epistles.

Recent titles

Subscribers have access to all titles and are notified of new updates. Recent titles include:

  • Solid-state Lithium batteries: the next generation
  • Australian jobs & GDP
  • Strong liquidity and a weak Yuan boost stocks & Gold
  • Gold & Oil – a new paradigm
  • What really drives inflation?
  • Crude sets the cat amongst the pigeons
  • The big lithium short gets ‘dangerous’ on lower supply outlook | Bloomberg
  • Why China’s efforts to resolve hidden government debt could fall short | Caixin Global
  • After massive bust, global lithium market shows signs of life | Bloomberg
  • Strong US jobs data but signs that growth is slowing

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