This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the two themes which are dominating market talk: the surge in commodity prices and the rise in the use of margin debt to fuel the US equity rally. Should we be concerned about these developments?

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The Chatter

Bruce Alway, Refinitiv’s Director of Metals Research, looks at the supply and demand factors that have been driving the rise in copper prices. There is a confluence of factors that are creating a structural shift in this sector which suggests that higher copper prices could outlast the broad-based rise in commodities.

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