Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Wednesday, November 03, 2010

If You Haven't Bought Silver Yet, Read This / Commodities / Gold and Silver 2010

By: DailyWealth

Chris Weber writes: The last time I was able to identify a period when a precious metals correction was about over happened two years ago...

At that time, gold hit a low of $693 and silver $9.63. Since then, gold has risen over 40%, but silver has soared 158%. This is an extraordinary occurrence in just two years.

Wednesday, November 03, 2010

Gold Hits Volatility, Silver Hits $25, Ahead of Fed's "Dangerous Gamble with Global Economy" / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD was volatile in a widening price-range on Wednesday morning in London, whipping between $1353 and $1364 per ounce ahead of the Federal Reserve's widely-expected relaunch of quantitative easing, aka QEII.

World stock markets traded higher as the US Dollar fell, and major-economy government bonds also rose in price, nudging 10-year US Treasury yields down to 2.55%.

Wednesday, November 03, 2010

Gold Positive QE2, Sovereign Debt and Chinese Demand Projected to Double in a Decade / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver rose again yesterday with silver reaching a new nominal 30 year high. Both are higher in trading today as markets await concrete data regarding the scale of the second phase of quantitative easing. QE2 may already be priced into the markets but a smaller than expected figure could see money come off the table. A higher than expected figure could see further gains in all markets and further increase the risk of asset bubbles.

Tuesday, November 02, 2010

The Changing Landscape in Gold and Silver / Commodities / Gold and Silver 2010

By: Midas_Letter

Whereas the apparent robust performance of major indices around the world suggests the world is returning to something approaching normal, what we’re really seeing is a long line of traps being set to snag a fresh round of suckers who fall for the mainstream smokescreen. With another US$1 Trillion on the way from the Fed to further devalue the dollar, and with other nations thereby comforted sufficiently to follow suit, gold and silver prices can do naught but rise.

Tuesday, November 02, 2010

I.M.F. Gold Sales Completion Will Lower Supplies of Gold / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

The I.M.F. announced that 32 tonnes of gold was sold by them in September. This included the 10 tonnes to Bangladesh. This leaves around 71 tonnes left to go and we have passed October now. If they sold a similar amount in October then we are down to just below 40 tonnes remaining for sale by the I.M.F. If they continue this pace of selling they will only be left with less than 10 tonnes to sell in December and will complete their sales before the end of this year.

Tuesday, November 02, 2010

Gold Slips Amid Critical Week as Emerging Markets & US Investors Fear "Credibly Reckless" Fed / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD retreated from an overnight rally to $1360 an ounce in London on Tuesday lunchtime, slipping back as European stock markets rose for the second day running.

The Euro jumped above $1.40 on the currency market following stronger-than-expected German manufacturing data.

Tuesday, November 02, 2010

Gold Rises on Concerns that QE2 Will Create Virulent Inflation or Stagflation / Commodities / Gold and Silver 2010

By: GoldCore

Gold prices are higher today as the dollar is again under pressure ahead of the US elections and the Federal Reserve's decision regarding the scale of QE2. Oil prices above $83 a barrel is supporting gold and oil prices are up 9% in the last 30 days which will contribute to increasing inflation pressures.

Tuesday, November 02, 2010

BHP Abandonment of Joint Venture Benefits Chinese / Commodities / Metals & Mining

By: Anthony_David

The fate of the proposed $116 billion Pilbara iron ore joint venture between global mining giants BHP Billiton and Rio Tinto has finally been sealed, 16 months after the proposal was first announced. In view of the increasing possibility of not obtaining the necessary regulatory approvals, the two companies have decided to abandon the proposal. CEO Marius Kloppers of BHP Billiton said, “With the termination of the joint venture, this focus on efficiently growing and operating our Western Australian Iron Ore business through our existing Perth-based iron ore management team will continue”.

Tuesday, November 02, 2010

The Best Way to Invest in the Long-Term Gold Bull Market / Commodities / Gold and Silver 2010

By: The_Gold_Report

The gold price recently made a new high amid widespread concern over weakness in the U.S. dollar. The gold rally has been driven by strong global demand among investors seeking a safe haven. Demand has been driven mainly by uncertainty over the economic outlook, as investors continue to recover from the fallout of the financial crisis two years ago.

Monday, November 01, 2010

Gold Slips as Silver and Oil Rise with Stocks, Greece Wants Debt to be Restructured / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD gave back an overnight rise to 8-session highs at $1365 per ounce in London trade on Monday morning, falling back as US stock markets opened strongly higher following better-than-expected manufacturing data.

Crude oil prices jumped almost 2.5%, and silver prices touched new three-decade highs above $25 an ounce.

Monday, November 01, 2010

Inflated Gold or Inflation? / Commodities / Gold and Silver 2010

By: Jim_Farrish

The price of gold has moved back to $1360 gaining nearly $40 the last two trading days. The intraday high was $1388 just two weeks ago. The pullback to $1320 invited those who think gold prices are inflated to pontificate about the metal correcting. There have been some analysts who believe gold will drop to $1000 before year end. Of course on the other side there are those who see gold at $2000 before year end. Since testing support near the $1150 level in July, gold moved up more than 20% before this recent pullback, which has been the rationale for gold prices being inflated.

Monday, November 01, 2010

China's Diversification Plans and QE2 See Gold Remain Robust / Commodities / Gold and Silver 2010

By: GoldCore

Gold and silver rose in all currencies as markets opened in Asia, prior to giving up those early gains. However, in trading in London this morning both precious metals have risen and are higher as the dollar has come under pressure again. Equity markets are mixed in Europe despite most Asian markets closing positively - except for the Nikkei which fell 0.52%.

Monday, November 01, 2010

David Morgan Explains Why Silver Has Broken Out and Catching Up and Where It Goes Next / Commodities / Gold and Silver 2010

By: David_Morgan

Daily Bell: David, welcome back and thank you for sitting down with us today. Remind us about the difference between silver and gold both as precious metals and money metals.

David Morgan: "The major monetary metal in history is silver, not gold." – Nobel Laureate Milton Friedman in an interview with James Blanchard at the New Orleans Investment Conference. November 7, 1993. The above quote is fact of monetary history but few in the West study or know silver's history. Yes, gold is money but silver has been used as money more often, in more places, by more people than gold ever has.

Monday, November 01, 2010

Gold, Oil, SPX Trading Around the U.S. Mid-term Election / Commodities / Gold and Silver 2010

By: Chris_Vermeulen

This week we have a major wild card (Election) happening on Tuesday. Most of you know I don’t get involved with political discussion for several reasons... one of them being that I am Canadian “an outsider” looking in.

Sunday, October 31, 2010

Mining Stock Investors Are About to Get Clobbered / Commodities / Metals & Mining

By: DailyWealth

Matt Badiali writes: Oh boy... the crowd is about to get killed in resource stocks again.

And this time, the Grim Reaper comes in the form of "rare earth element" stocks...

Sunday, October 31, 2010

Silver Breakout to New Highs or Trading Range? / Commodities / Gold and Silver 2010

By: Clive_Maund

We saw a strong rally by silver on Friday that took it to a new closing high, although it did not get above earlier intraday highs. As we can see on our 6-month chart silver did just manage to stay above its uptrend line on the recent reaction, which gives it a chance short-term to break out to new highs, although given the outlook for gold it looks more likely that it will back and fill for a while between the lows of about a week ago and its recent new highs. The development of such a trading range would involve failure of the uptrend shown, which should not lead to the price dropping below the low of about a week ago, although there would be some chance of the price later dropping back towards the rising 50-day moving average.

Sunday, October 31, 2010

Gold and Silver Correct From Extremely Overbought Levels, But Too Early for a New Upleg / Commodities / Gold and Silver 2010

By: Clive_Maund

Gold and silver at last staged the expected correction necessary to unwind the extremely overbought condition that had persisted for weeks. Once the correction started we had figured it would take gold down to about $1300, probably with a 3-wave movement, and although it did drop to about $1316 at its lowest point intraday, the bullish action late last week makes a return to the $1300 area much less likely.

Sunday, October 31, 2010

Cash Sitting on the Sideline Will Find Its Way to Gold / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

Robert Parker is a well known investment expert, Senior Advisor at Credit Suisse and a frequent television commentator. So when we had a chance to hear him give a presentation to an exclusive group of the bank’s heavy weight clients in an invitation-only event, we were interested to hear what he had to say. Or more to the point, we wanted to know what the bank’s wealthiest clients are hearing.

Sunday, October 31, 2010

Gold Divorces from the U.S. Dollar / Commodities / Gold and Silver 2010

By: Barry_M_Ferguson

Nobody knows nothing. The data, cooked and contrived as it is, gives no definitive answer. The bulls think the economy is mending but ever so slowly. The bears think the economy is taking on water and bound to sink like the Titanic. Investors are clueless and there is an election a few days away. Bernanke described the current conditions very well with his ‘unusual uncertainty’ reference a few months ago. We are all guessing. Which way is Bernanke guessing?

Saturday, October 30, 2010

The Fed's Secret Gold Swap Arrangements / Commodities / Gold and Silver 2010

By: Global_Research

Chris Powell writes: The precious metals markets have tremendous potential for investors. But they are also wrapped up in great mystery – deliberately so.

Gold is the worst understood financial market. Most official data about gold is actually disinformation.