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'Big change' in global growth is bullish for commodities including copper, says VanEck CEO https://www.cnbc.com/2024/04/20/big-change-in-global-growth-is-bullish-for-commodities-vaneck-ceo.html Apr 20, 2024 - VanEck CEO Jan van Eck thinks the commodities' rally has more room to run.
Inventory & Macro Mar Solid 2024 Outlook for Semiconductors https://www.zacks.com/commentary/2258967/inventory-macro-mar-solid-2024-outlook-for-semiconductors?cid=CS-ZC-FT-industry_outlook-2258967 Apr 22, 2024 - The Analog/Mixed Signal Semiconductor industry is a mixed bag this year with much dependent on ongoing inventory management, the macro situation and geopolitical issues. Long-term prospects remain solid. We have our eyes on MX and ADI.

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