Anticipate changes in market
fundamentals well ahead of
official data releases
Market news circulates quickly
but commentators often talk about sentiment, and it’s difficult to get the hard data behind the story. Moreover, official statistics are neither timely nor granular enough, particularly when demand for some commodities is highly fragmented across many different sectors.
Choose the sector, geography and sample size for your demand indicator
When this is not business as usual, finding the new normal is crucial
Anticipate changes in market fundamentals ahead of the market