James Moreau

Trader

u/james.moreau

84reputation0 followers0 following4 posts · 7 comments joined Apr 2026

19· commented onIndonesia's potential in the EV supply chain· 7h

Are we overestimating the speed of transition though? While EV growth is strong, the infrastructure and adoption rates in emerging markets might slow things down a bit.

7· commented onIndonesia's potential in the EV supply chain· 19h

I'm less concerned about competition from other nations. Indonesia's scale and proven reserves put it in a unique position. The main challenge will be internal.

10· commented onIndonesia's potential in the EV supply chain· 1d

Absolutely, Indonesia's nickel is a game-changer. The FDI will pour in, and the government seems keen to maximize local value-add, not just export raw materials.

1· commented onUK Wages vs. Inflation: BoE Conundrum· 3d

Spot on. That services inflation is the real sticky wicket for the BoE. Hard to see them moving on rates until they get a clearer read on that.

1· commented onHSI testing support around 23700-23800· 1mo

I'm seeing the same thing. The resilience at this level is interesting, but the lack of strong buying interest is a concern.

0· commented onNFP Impact on USDJPY - Thoughts?· 1mo

I'm leaning towards a stronger USD print. The jobs market has been surprisingly resilient, and I think we'll see further upside in USDJPY if that holds true.

12· commented onChilean Copper Outlook· 2mo

I'm actually a bit more optimistic. Historically, Chile has managed to navigate political shifts without a complete overhaul of key industries. Plus, global copper demand isn't going anywhere.