Commodities, Politics and Central Banks
In this edition:
- DRAM supply accelerates, as Chinese DRAM chipmaker CXMT announced on Sunday that its fifth-generation technology platform had entered mass production… and prices are turning.
- The BoJ runs behind the curves… and the BoE quietly stops selling bonds.
- Russia votes and pressure grows.
- Canada's mining pivot, between the U.S. and the EU.
- Oil at centre stage.
More info on Yieldstashers’ Macro Blog
About SARIM (Swing & Rhythm Investment Managers):
Swing & Rhythm Investment Managers (operating as SARIM - Swing And Rhythm Investment Managers GmbH) is an independent Swiss-based asset management advisory firm headquartered in Zug, Switzerland. Founded in 2025, the firm is managed by Yann René Lepape and focuses on global macro cycle-based investment strategies.
About SGT Markets:
SGT has been helping clients and partners capitalise on multi-asset trading and investing opportunities for nearly 20 years. A history that has enabled us to achieve significant milestones on our journey from a small trading company to the international trading and investment group we are today.
Disclaimer
This article is intended for informational purposes only and should not be construed as an offer or solicitation for the subscription, purchase, sale or keeping of any security or financial instrument, or as a contractual document.
The information contained herein does not constitute any legal, tax or accounting advice and may not be suitable for all investors.
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The market valuations, terms and calculations contained herein are estimates only and may change without notice.
The information provided comes from sources deemed reliable, but SARIM does not guarantee its completeness or accuracy. Past performance gives no indication of future results.
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