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Instability caused by last week’s rise in U.S. bond rates remained the dominant theme on financial markets this week with iron ore and copper the pick of the commodities sector while gold struggled to recover lost ground.

Instability caused by last week’s rise in U.S. bond rates remained the dominant theme on financial markets this week with iron ore and copper the pick of the commodities sector while gold struggled to recover lost ground. More of the same can be expected in future weeks until a clear picture emerges of the post-pandemic world and investors learn to live with the aftershocks of the wild ride on markets over the last 12-months.

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Larry Jeddeloh is bearish on US bonds and bullish on shares with the current correction “the last major dip to buy” as quantitative easing drives a renewed surge like that of the late 1990’s (reports The Australian).

Larry Jeddeloh is bearish on US bonds and bullish on shares with the current correction “the last major dip to buy” as quantitative easing drives a renewed surge like that of the late 1990’s (reports The Australian).

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Feeding frenzy or supercycle? That is the question which dominated the thinking of seasoned market watchers this week as everything (well, almost everything) went up and the rotation out of precious metals into industrial commodities gathered pace.

Feeding frenzy or supercycle? That is the question which dominated the thinking of seasoned market watchers this week as everything (well, almost everything) went up and the rotation out of precious metals into industrial commodities gathered pace. Management moves, often seen at this stage of a sea-change in the commodity sector, also caught the eye of investors, especially the planned shift of Northern Star’s executive chairman, Bill Beament, for something smaller and presumably more fun.

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Fund managers say they are witnessing the most bullish environment for commodities they’ve seen in more than a decade (reports The Australian Financial Review)

Fund managers say they are witnessing the most bullish environment for commodities they’ve seen in more than a decade, with base metals surging to multi-year highs and oil making one of its strongest starts to any year in at least the past 30 (reports The Australian Financial Review).

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Leading Sydney-based equity capital markets group Bridge Street Capital has upgraded its outlook for lithium developer Liontown Resources (ASX: LTR), saying it still has further “re-rating potential” despite a strong recent trading performance.

Leading Sydney-based equity capital markets group Bridge Street Capital has upgraded its outlook for lithium developer Liontown Resources (ASX: LTR), saying it still has further “re-rating potential” despite a strong recent trading performance. Liontown is now trading in line with the Bridge Street’s earlier 43c valuation but could go a lot higher, according to a new research report by the Sydney-based firm, making it one of its strongest recommendations in the lithium sector.

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Copper up. Gold down. Those seemingly disconnected events are really part of the same trend that can be traced to accelerating global growth (more copper, please) which is helping lift official interest rates (less gold, thank you).

Copper up. Gold down. Those seemingly disconnected events are really part of the same trend that can be traced to accelerating global growth (more copper, please) which is helping lift official interest rates (less gold, thank you). Whether what happened on financial and commodity markets this week can continue for the rest of 2021 is the question for investors to consider because if it does, then portfolio adjustments are required, if it hasn’t already happened.

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The beginning of a new commodities supercycle could see dividend records tumble as the major diversified miners make the most of soaring commodity prices (reports The Australian Financial Review).

The beginning of a new commodities supercycle could see dividend records tumble as the major diversified miners make the most of soaring commodity prices (reports The Australian Financial Review). BHP alone could deliver $US59 billion ($76 billion) of dividends between now and the end of 2023-24 based on the forecasts of broker UBS.

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Plus, strong iron ore prices mean Fenix EBITDA set to exceed its market cap and Orion’s rising share price boosts its project funding prospects.

Geoscientists that double as CEOs rarely if ever get to take a world-class discovery they have made through to the off-take, financing, construction and production phase. The reality is that 99% of them don’t want too either. It requires a different “skill set,” as they say. And besides, they would rather be out kicking rocks looking for their next career-defining discovery. So it was this week with Liontown’s long-serving CEO David Richards.

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