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Samso Insights

Long-form analysis of commodities, markets and themes.

US Interest Rates Are Rising Again, and China Has Stopped Exporting Falling Prices

 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

China Is Slowing. The Money Went to What China Controls.

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

Priced by Three Eras: what the 2026 price regime does to a century-old tin and tungsten field

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

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