Commodities - Module 5
Commodity analysis foundations
Supply, demand and inventories: the report calendar that moves each market, with technical structure where fundamentals are slow. Deep term-structure and seasonality analysis is module 8.
9 lessons, about 59 minutes
- 1What commodity analysis is actually for7 min
- 2The balance sheet: supply, demand and the stocks between7 min
- 3Analysing supply: slow, lumpy and political7 min
- 4Analysing demand: the economy wearing units6 min
- 5Inventories: the number that resolves the argument6 min
- 6Each market's calendar6 min
- 7Positioning: reading the COT report7 min
- 8Technical structure where fundamentals are slow6 min
- 9Building a commodity read7 min