Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Thursday, May 19, 2011
Asian Gold Buying Jumps, Central Banks Spend $100Bn to Support Dollar / Commodities / Gold and Silver 2011
By: Adrian_Ash
U.S. DOLLAR wholesale gold prices ticked lower Thursday morning in London – hitting a low of $1488 per ounce, unchanged for the week so far – as European stock markets rose and government bonds held steady with commodities.
Silver prices rose 2% to $35.70 per ounce, recovering the last of this week's losses.
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Thursday, May 19, 2011
Gold in Yen Consolidates Near 120,000 as Japanese Economy Contracts Sharply / Commodities / Gold and Silver 2011
By: GoldCore
Gold is lower while silver is higher this morning after yesterday’s 1% and nearly 5% gains respectively. The yen has fallen as markets digest the news that the world’s third largest economy has again fallen into recession after a very sharp contraction in GDP growth in the first quarter.
Thursday, May 19, 2011
In the Face of Finite Resources, It's Time to Think About "Peak Everything" / Commodities / Commodities Trading
By: Money_Morning
Jeremy Grantham, Chief Investment Strategist, GMO LLC writes:
If you are a true long-term investor, the time has come to change your entire frame of reference - to recognize that we now live in a different, more-constrained world in which the prices of our finite resources will rise and shortages will be common.
Thursday, May 19, 2011
An Interview With Hugo Salinas Price on a Return to a Silver Mexican Peso / Commodities / Gold and Silver 2011
By: Jeff_Berwick
We, here at The Dollar Vigilante (TDV), have been big supporters of Hugo Salinas Price for years. Not just for his business exploits, which have made him a billionaire, but because he now spends a significant portion of his time trying to return silver as a monetary medium in his home country of Mexico.
Thursday, May 19, 2011
Silver Investors Should Wait for $28 Buying Opportunity At Dollar Rally End / Commodities / Gold and Silver 2011
By: The_Gold_Report
Clive Maund returns to The Gold Report to provide some keen insight into the U.S. dollar's recent surge. "Be patient," he says, "because once the dollar rally is over, an excellent buying opportunity will be in the offing." Clive says the Fed is doing all it can to get investors out of commodities and into Treasuries before it unleashes QE3, and with it a new round of inflationary pressure. Read more in this exclusive interview with The Gold Report.
Wednesday, May 18, 2011
Gold vs. Silver: The Reality / Commodities / Gold and Silver 2011
By: Dr_Jeff_Lewis
As silver shows its temper tantrum in the form of price volatility, the media’s pundits are coming out in mass to declare that gold is now the better investment. Their claim is very simple: if silver is going to be so volatile, why should investors own it?
Our answer is even simpler; growth is what makes silver shine.
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Wednesday, May 18, 2011
Physical Gold Demand Strong Below $1500 as Spain's Hidden Debt Adds to Eurozone Crisis / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF GOLD rallied against all major currencies on Wednesday morning, hitting $1491 per ounce and rising 1.2% from yesterday's eight-day low as stock and commodity markets also gained.
Spot gold in Euros tracked the Dollar-price rise, continuing to hold inside 3% of December's all-time high as former German chancellor Gerhard Schroeder accused current leader Angela Merkel of being "too hesitant" and "lacking leadership" in the Eurozone debt crisis.
Wednesday, May 18, 2011
Asian Gold Demand Remains Strong, UK and US Economic Data Shows Stagflation Threat Deepening / Commodities / Gold and Silver 2011
By: GoldCore
Gold and silver have snapped their three day losing streak so far this morning and both are higher in all currencies. Sterling has fallen on this morning’s very poor UK employment data. This in conjunction with yesterday’s high inflation figure in the UK and negative data in the U.S. confirm the increasing threat of stagflation to western economies.
Wednesday, May 18, 2011
The Real Reason For Rising Margin Requirements for Silver Commodity Futures / Commodities / Gold and Silver 2011
By: Money_Morning
Jon D. Markman writes:
CME Group Inc. (Nasdaq: CME), which provides an electronic exchange for commodity futures, raised margin requirements for trading silver futures contracts on May 4 - resulting in a steep drop in silver prices.
A similar thing happened last week in the oil futures market when the CME Group last Monday raised margin requirements on oil contracts by 25%.
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Wednesday, May 18, 2011
Is the Glencore IPO Signaling a Crash in Commodity Prices? / Commodities / Commodities Trading
By: Money_Morning
Shah Gilani writes:
Super-secretive Swiss-based commodities trading giant Glencore International AG is going public. The Glencore IPO shares will be priced today (Wednesday) and could begin "conditional trading" in London tomorrow (Thursday).
As currently planned, unconditional trading will begin in London on May 24 and in Hong Kong on May 25.
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Wednesday, May 18, 2011
Gold Universe Increasingly Worrisome / Commodities / Gold and Silver 2011
By: Brian_Bloom
A couple of weeks ago this analyst published an article which concluded as follows:
“It follows, therefore, that if the world economy is to survive intact, the US dollar cannot be allowed to collapse. "Something" (not currently visible) will have to emerge to head this possibility off at the pass”
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Wednesday, May 18, 2011
The Joy of Natural Gas, It's Here Aplenty / Commodities / Natural Gas
By: OilPrice_Com
Tired of high gasoline pump prices? Wondering why, with our fearsome energy hunger, all the energy seems to be in the Middle East?That was yesterday's story.
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Wednesday, May 18, 2011
Market Vectors Junior Gold Miners GDXJ ETF: How Junior? / Commodities / Gold and Silver 2011
By: Bob_Kirtley
A number of our readers are fans of the junior section of the precious metals mining sector with the Market Vectors Junior Gold Miners ETF (GDXJ) forming part of their investment strategy. The mantra of juniors, juniors, is also alive and well in cyberspace, so we thought that it might be prudent to touch base with this ETF.
Wednesday, May 18, 2011
Silver Price is the Least You Should Worry About / Commodities / Gold and Silver 2011
By: Jeff_Clark
Jeff Clark, BIG GOLD writes: I heard some disturbing reports about silver supply last month that I felt every investor should know. And while precious metals are currently in correction mode, the long-term concerns with supply won't disappear anytime soon. In attempt to get a handle on the bullion market, I spoke to Andy Schectman of Miles Franklin, who has contacts that run deep in the industry. What he sees everyday might just compel you to count how many ounces you own...
Wednesday, May 18, 2011
Gold Outperformance, Affluence is Our Down Fall / Commodities / Gold and Silver 2011
By: Jeb_Handwerger
Many moons ago during our back packing phase, we were snorkeling off a lovely beach in Bali, Indonesia, when we turned a corner to find ourselves opposite a private beach belonging to a rather posh hotel. The high paying guests were somewhat surprised to see us bobbing around in the surf. There was one particular gent who was all the way up to his ankles in sea water, holding a cigar in one hand and large glass of what looked like whiskey in the other hand.
Wednesday, May 18, 2011
Don't Give Up On The Rare Earth Mining Sector Yet / Commodities / Metals & Mining
By: Bob_Kirtley
The prices of rare earth oxides are blasting through the stratosphere. Manufacturers are driving prices in their haste to involve them in production of hybrid vehicles, wind turbines and the most high tech applications of which many sophisticated investors are unaware. These producers need the rare earth ore and are willing to pay for them on the world markets.
Tuesday, May 17, 2011
Global Population Growth Means Commodities Are Going Much Higher / Commodities / Commodities Trading
By: Money_Morning
Martin Hutchinson writes:
If you read the newly released United Nations report on global population trends, you can reach only one conclusion about the long-term outlook for global commodity prices.
They're going higher.
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Tuesday, May 17, 2011
Gold Still Poised for New Highs as UK Inflation Jumps / Commodities / Gold and Silver 2011
By: Adrian_Ash
THE PRICE OF WHOLESALE gold bullion was little changed below $1500 per ounce on Tuesday morning, but fell for non-US investors as the Dollar eased back on the currency market and European equity markets cut their earlier losses.
Asian stock markets ended the day lower for the fourth session running, and major-economy government bonds also slipped, as did crude oil.
Tuesday, May 17, 2011
Three Reasons to Believe in Crude Oil $100 / Commodities / Crude Oil
By: Frank_Holmes
After selling off nearly 14 percent the previous week, oil prices finished last week slightly higher at $99.65 per barrel. While the end result was a net positive, the volatility continued. Oil prices per barrel reached $104, then fell to around $96, before nesting just below $100.
As an investor, this volatility can be difficult to handle. Throw in the uncertainty of today’s geopolitical environment, and investors feel the need to downsize their positions in commodity investments, such as oil.
Tuesday, May 17, 2011
Predicting the Future Gold Price Misses the Point / Commodities / Gold and Silver 2011
By: Jason_Kaspar
“Gold bugs” routinely solicit my prediction regarding the future gold price, assuming I must be an “educated” gold bug since my hedge fund happens to maintain large gold exposure.
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