Commodity Trade Mantra

Posts Tagged ‘Commodities Research’

Gold Bullion Investment will keep Rising on Political & Economic Factors

In the near- to medium- term as it is becoming clearer to investors that, while there may not be a collapse in the financial system, clearly the present interest rate environment, global economic growth profile, levels of unemployment and underemployment, and political turmoil globally are all factors that warrant owning at least some gold bullion as a portfolio diversifier.

What Makes Goldman Sachs Majorly Bullish On Commodities

Commodities ended positively in 2016 for the first time in six years, so there should be further room to run. When business optimism goes up, capital expenditure also goes up & when capex goes up, commodities follow. Goldman has been neutral on commodities, recommending an overweight position only 4 times in the last 20 years. So now when it is become bullish, investors should pay attention.

It Might Be Time to Grab the Commodities Bull by the Horns

Commodity investors have had to endure a dry spell for a while now, but those days are starting to look as if they might be behind us. We see encouraging signs that a bottom has been reached and a new commodities super-cycle has begun, as global manufacturing expansion and inflation are finally gathering steam following the financial crisis more than eight years ago.

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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