Samso Insights
Long-form analysis of commodities, markets and themes.
LATEST INSIGHT
US interest rates are rising again as the Fed hikes and the 10-year passes 5%. What the data says about inflation, China and the ASX.
5 OCT 2026 · 40 MIN READ
SAMSO INSIGHTS
Part 1 set out why China's slowdown looks structural. Part 2 asks where the money already went. Over two and a half years the commodity China buys...
18 SEP 2026 · 57 MIN READ
SAMSO INSIGHTS
Part 1 mapped the register. Part 2 explained which of those ores actually give their metal back. This note prices them. It carries one Watershed...
15 SEP 2026 · 27 MIN READ
SAMSO INSIGHTS
28 AUG 2026
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