Commodity Trade Mantra

Posts Tagged ‘Commodities Research’

Do Not Underestimate The Power Of This Year's Rally In Oil Prices

Oil futures are currently around $49, v/s $65 seen in the Q2 of 2015. If the futures market doesn’t expect the oil prices to rise, producers can’t lock in a profit like they might have at $65. If you can’t lock in a profit, you can’t produce as much & thus supply should theoretically fall. This has led us to say the futures price is far more important than the current or spot price.

Goldman's Blinkered View on Gold could be so Wrong

Goldman Sachs’ Jeffrey Currie has reiterated his view that gold will fall to $1050 by the end of the year but is he totally ignoring some of the likely key drivers ahead? While Currie is obviously entitled to his viewpoint we are not sure that stating these views in such aggressive terms is wise.

Copper Surplus ‘Underplayed’; But More Capacity Needed

Copper supply always seem to be an issue at the top of the agenda in metals markets, and 2014 is set to be no different, says Macquarie Commodities Research. 2016-2018 look like a strong recovery period for the copper market and copper price, with moves back towards, $8,000/t likely.

Are Gold Critics Right? Should You Sell Your Gold?

Sentiment around gold has been diminishing since April, when George Soros indicated gold was no longer a safe haven- The shadow has continued through this month when Goldman Sachs said gold was a ‘slam dunk’ sell – So should you sell your gold?

It Is Unanimous: Gold Remains the Most Hated Asset Class

While the debt ceiling farce is playing out, a full court press against gold has become visible in the media again, with mainstream sell-side analysts trying to out-bear each other – Never mind that none of them advised to buy gold when the bull market started.

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