Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Tuesday, January 17, 2012

What the Next Decade Holds for Commodities / Commodities / Commodities Trading

By: Frank_Holmes

What a decade! A rapidly urbanizing global population driven by tremendous growth in emerging markets has sent commodities on quite a run over the past 10 years. If you annualized the returns since 2002, you find that all 14 commodities are in positive territory.

A precious metal was the best performer but it's probably not the one you were thinking of. With an impressive 20 percent annualized return, silver is king of the commodity space over the past decade with gold (19 percent annualized) and copper (18 percent annualized) following closely behind.

Tuesday, January 17, 2012

Gold Ignores Indian Tax Hike, Rises Because of China / Commodities / Gold and Silver 2012

By: Adrian_Ash

The WHOLESALE MARKET gold price reached new 5-week highs as Asian trade ended and London opened on Tuesday, while global stock markets and commodity prices also rose after stronger-than-expected growth data from China.

The world's second-largest economy, China reported annual growth of 8.9% for the end of 2011 – the weakest level since mid-2009 but stronger than analysts forecast and almost 5 times the pace of US growth at last count.

Tuesday, January 17, 2012

No More Safe Havens, Avoid Counterparty Risks / Commodities / Gold and Silver 2012

By: William_Bancroft

In this brief article about Safe Havens for investors we look at equities, bonds, and the current situation within the financial system, before asking whether gold bullion is being overlooked. We look at the degree of participation by institutional investors in the gold market and notice that they seldom invest in gold.

John Plender writes in yesterday’s FT that the pool of “super safe assets” is shrinking, whilst legal and advisory firms around the world scramble to prepare their clients for the implications of new currencies (or should I say old currencies returning in new guises).

Tuesday, January 17, 2012

Global Gold Coin and Bar Demand Surges, Thomson Reuters GFMS Annual Gold Survey / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,662.00, GBP 1,080.34, and EUR 1,299.76 per ounce.

Yesterday's AM fix was USD 1,642.00, GBP 1,070.27, and EUR 1,281.71 per ounce.

Tuesday, January 17, 2012

Gold and Silver Outlook in 2012 / Commodities / Gold and Silver 2012

By: Jordan_Roy_Byrne

Lately we've been writing about the precious metals stocks. In particular we believe the equities have made a multi year bottom and look ready for a solid 2012 and 2013. Part of the reason is the action in the metals (Gold & Silver) suggests an important bottom is in place and a rebound is underway. Based on our work, we anticipate a slow but gradual rebound in both metals.

Monday, January 16, 2012

Upward Pressure to Remain on Brent Crude Oil in 2012 / Commodities / Crude Oil

By: Investment_U

David Fessler writes: Oil prices have traded off a few dollars from their recent highs. The factors that will keep Brent above $100 a barrel for 2012 are the same ones that kept it above $100 all of last year.

Take a look at the graph below, courtesy of the Energy Information Administration.

Monday, January 16, 2012

Gold Bull Bear Standoff Approaching Probable Bullish Resolution / Commodities / Gold and Silver 2012

By: Clive_Maund

The current standoff in gold is approaching resolution and evidence is starting to pile up in favor of an upside breakout. We have been cautious on the PM sector for months starting with the September top which we shorted, resulting in massive profits in a matter of days, especially in silver, but there is always the danger of taking caution too far and getting caught on the wrong side of the trade.

Monday, January 16, 2012

Silver Bearish or Bullish Contrary Unfolding Technical Pictures / Commodities / Gold and Silver 2012

By: Clive_Maund

The diminution in silver's downside momentum and the massive contradiction between our earlier bearish interpretation of the charts, and the strongly bullish COTs and sentiment indicators forces us today to reconsider the charts and ponder other possibilities, for we cannot afford to be on the wrong side of the trade in this commodity. Fortunately we are still ahead of the curve as silver has yet to "tip its hand", but it doesn't look like it will be long now before it does.

Monday, January 16, 2012

How to Risk Little and Potentially Win A LOT in the Resource Stocks Market / Commodities / Resources Investing

By: DailyWealth

Matt Badiali writes: After watching the sector fall for most of 2011, resource investors finally have a great opportunity to make money in 2012...

But before I get to the big opportunity, which could lead to 50%-100% gains, here's the backstory...

Monday, January 16, 2012

Gold Gains Alongside U.S. Dollar, as Germany "Only Bond Haven Left in Eurozone" / Commodities / Gold and Silver 2012

By: Ben_Traynor

U.S. DOLLAR spot gold prices climbed to hit$1647 an ounce Monday morning in London – 0.8% below last week's high – while stock and commodity markets were broadly flat as markets absorbed Friday's news of cuts to nine Eurozone sovereign credit ratings.

"Spot gold [however] is expected to fall to $1417 per ounce over the next three months," warns Reuters technical analyst Wang Tao in the newswires Q1 2012 commodities outlook published Monday.

Monday, January 16, 2012

Gold Trend Forecast for Q1 2012 / Commodities / Gold and Silver 2012

By: Chris_Vermeulen

Over the past five months gold has fallen sharply and is no longer headline news which it once dominated back in 2011 when it was making new highs every day. The shiny metal has been under pressure because traders and investors started to pull some money off the table to lock in gains. Gold prices had surged so fast most advanced traders knew that final high volume surge was not sustainable. But the main reason gold topped out in my opinion was because the US Dollar index had put in a bottom and started to build a base. As we all know a rising dollar typically means lower stocks and commodity prices.

Monday, January 16, 2012

Gold Nears 1,300EUR/oz - Euro Lower After EU Downgrades and Greece Jitters / Commodities / Gold and Silver 2012

By: GoldCore

Gold’s London AM fix this morning was USD 1,643.50, GBP 1,074.60, and EUR 1,298.90 per ounce.

Friday's AM fix was USD 1,642.00, GBP 1,070.27, and EUR 1,281.71 per ounce.

Monday, January 16, 2012

Natural Gas Price Forecast 2012, Avoid the "Widow Maker" / Commodities / Natural Gas

By: Money_Morning

Jack Barnes writes: I've been watching natural gas for years now and find myself shaking my head lately.

The cost to buy the "clean energy" is collapsing as crude oil, a product that needs refining, stays above $100 per barrel.

In fact, this chart for natural gas is what I call a Widow Maker.

Monday, January 16, 2012

All You Need to Know About Iran, $200 Crude Oil, and $6.00 Gas / Commodities / Crude Oil

By: Money_Morning

Jason Simpkins writes: If you're unsettled by the thought of gasoline at $4.00 a gallon, brace yourself.

With tensions between Iran and the West quickly escalating, we could see gas jump to $6.00 a gallon at the pump in a matter of months.

Sunday, January 15, 2012

Revisiting Our Proposal for an Overnight Gold Fund / Commodities / Gold and Silver 2012

By: Bob_Kirtley

In August 2010 we wrote an article entitled “Proposing An Overnight Gold Fund” in which we explored the potential for launching a fund that held long positions in gold overnight and was short gold during the day. We pointed out that “a hedge fund starting in 2001 with $100m, with the strategy of being long gold from the PM to AM fix, and short gold from the AM to PM fix...would be worth $2.16billion today, before any fees and expenses.” We have been monitoring this trading strategy since then and therefore would like to take this opportunity to update readers on its astonishing progress.

Sunday, January 15, 2012

Will Gold Regain its Safe Haven Status in 2012? / Commodities / Gold and Silver 2012

By: Clif_Droke

Last year was an eventful one for the gold market. The yellow metal was up 10 percent in 2011 for its 11th consecutive annual gain. But despite making an all-time high on Sept. 5 at $1,900/oz. gold finished the year down 18 percent from that high.

Gold entered a bear market in late 2011 which was confirmed by gold's closing below its historically significant 30-week moving average. This doesn't happen very often which indicates the technical significance of the event. The last time gold violated its 30-week MA was in 2008 during the credit crisis and it hasn't happened since then as you can see in the following chart.

Saturday, January 14, 2012

Gold Rebounds and Gains Momentum / Commodities / Gold and Silver 2012

By: Przemyslaw_Radomski

Gold rallied this week hitting its highest in a month and breaking above its 200-day moving average. There were a myriad of reasons suggested in the financial press. Some writers said it was a stronger euro that helped boost the price above the key technical level. One headline said it was due to a buying binge from China ahead of the Lunar New Year which begins January 23. (The country imported a record 103 tons of gold from Hong Kong in November, up 19% month-on-month and a 483% increase year-on-year.)

Saturday, January 14, 2012

Global Factors Boost Gold and Silver Demand / Commodities / Gold and Silver 2012

By: Eric_McWhinnie

After having a strong week, gold and silver prices are pulling back today, as several developments weigh on the markets. JP Morgan provided a wake up call to rallying financials as the company reported a miss on fourth quarter earnings. For the second time in only two days, Bank of America cut its fourth quarter GDP estimate from 3.5 percent to 2.7 percent. Furthermore, the U.S. dollar continues to show strength as Standard & Poor’s downgrades France.

Saturday, January 14, 2012

Overbought U.S. Dollar to Launch Gold Price Higher / Commodities / Gold and Silver 2012

By: Zeal_LLC

Since rocketing to new all-time highs last summer, gold has weathered a major correction.  While that selloff was healthy and necessary given the excessive optimism that catapulted gold to very-overbought levels, a strong US dollar accelerated gold’s swoon.  But with the dollar now as overbought and wildly popular as gold was in August, this currency itself is due for a major selloff that is likely to launch gold.

Friday, January 13, 2012

Gold Bugs Stop Laughing! / Commodities / Gold and Silver 2012

By: Adrian_Ash

Zero rates are starting to set around investors like concrete...

OWNING GOLD should make financial crises fun. Which alongside silver, it has surely done to date, 20% and 50% plunges aside.