Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Friday, January 22, 2010
Silver Bull Market Seasonal Trend Analysis / Commodities / Gold and Silver 2010
Seasonality, the tendency for prices to consistently move in the same direction at particular times in the calendar year, is always fascinating. While it is intuitive for commodities dominated by orbital-mechanics-driven annual patterns, such as natural-gas demand surging in the cold winters, seasonality also exists in commodities without clear calendar connections.
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Friday, January 22, 2010
Chinese Dragon Rattles Commodities, Gold, Stocks and Brazil / Commodities / Financial Markets 2010
Although the US remains the world’s #1 economy it’s increasingly feeling the heat of a Chinese dragon, breathing down its neck. At the beginning of the twenty-first century, the US-economy was eight-times larger than China’s - a decade later the figure was down to four-times. China’s $4.9-trillion economy has already passed Germany’s to become the world’s third largest, and is on course to overtake #2 Japan this year.
China has emerged to become the world’s largest exporter, shipping $1.2-trillion of goods abroad last year, and overtaking Germany, which held the title of world’s biggest exporter since 2002.
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Friday, January 22, 2010
Is Gold's China Plunge A Physical Bullion Buying Opportunity? / Commodities / Gold and Silver 2010
THE PRICE OF GOLD held above yesterday's 3-week low in London on Friday, trading at $1093 per ounce as Asian stocks closed the week 5% lower on further signals that Beijing is moving to curb China's runaway credit growth.
Crude oil fell below $76 per barrel. Western government bonds rose.
Friday, January 22, 2010
Obama and Volcker Banking Reforms Spook Markets / Commodities / Gold and Silver 2010
Gold fell a further 1% yesterday and is trading at $1,093.80/oz. In euro and GBP terms gold is trading at €774/oz and £673/oz. Support for gold is currently seen at $1,088/oz and resistance at $1,112/oz.
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Friday, January 22, 2010
Silver Commodity Bears Look Well-Placed / Commodities / Gold and Silver 2010
The impressive 2009 recovery in Silver began to show signs of maturing in the latter part of the year, with price action in Dec giving a hint of bear fatigue. We remain content with the bearish stance that we hold in the Commodity Specialist Guide and now expect to see further confirmation of this.
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Thursday, January 21, 2010
Investors Race to Buy Up Rare Earth Elements in 2010 / Commodities / Metals & Mining
Mercenary Geologist Mickey Fulp says that 2009's "flavor of the year"—rare earth elements—will sport that same label in 2010. A major driving force, the momentum building in green technology, is expected to take global consumption to 200,000 tons annually by 2015 (from approximately 108,000 tons in 2007). At the same time, tight supplies will shrink further for at least another two or three years, until deposits outside China ramp up into production. Among the companies Mickey likes in the space are the integrated mine-to-market players. In this exclusive interview with The Energy Report, he also tells us he's bullish on uranium, too, but finds it scary to see likes of Kazakhstan emerging as the world's top supplier.
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Thursday, January 21, 2010
Gold and Silver Plunge, The Final Part of The Downswing? / Commodities / Gold and Silver 2010
Although the picture this past year has been bleak, there are plenty of bright spots around the world. We touched on this point in one of our recent essays, and we would like to elaborate further. In economic terms, this decade was very kind to countries like China, India, Brazil and Indonesia. If you exclude the U.S., they also happen to be the four most populous nations in the world (The U.S. ranks third.) Together, they account for more than 40 per cent of the world’s population. All four countries have made remarkable progress this decade in terms of economic growth and standards of living.
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Thursday, January 21, 2010
Reasons Why Silver is the Most Undervalued Commodity / Commodities / Gold and Silver 2010
Silver prices still have a long way to rise before reaching their top. From industrial applications to its relative value, it’s easy to make the case that silver remains one of the most undervalued commodities.
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Thursday, January 21, 2010
Why Physical Silver Investors Love ETFs But Not Owning Them / Commodities / Gold and Silver 2010
Despite the various reasons silver investors should not buy exchange-traded funds and instead opt for physical metals, there are also many reasons why investors should love them.
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Thursday, January 21, 2010
Land-locked Central Asian Oil Country Plays Important Role from Vancouver to Vladivostock / Commodities / Crude Oil
2010 is starting with a decision that faced heated debates: Kazakhstan will hold the chairmanship of the Organization for Security and Co-operation in Europe (OSCE) for one year, despite what many considered as a questionable political and democratic track record. With 56 participating States from Europe, Central Asia and North America, the OSCE is the largest regional security organization in the world.Read full article... Read full article...
Thursday, January 21, 2010
Gold Tumbles and UK Slips into Wage Deflation / Commodities / Gold and Silver 2010
THE PRICE OF GOLD dropped for the second day running in London on Thursday, taking this week's loss to almost $30 per ounce before bounce off 3-week lows at $1102.50.
Emerging-world stock markets shed another 0.8%, while commodities steadied but the US Dollar extended its 5-month highs against the Euro.
Thursday, January 21, 2010
Gold, A Technical Perspective / Commodities / Gold and Silver 2010
With the big $27an ounce sell off in gold on Wednesday, many are ready to throw in the towel, again.
Every time we have a significant sell off, on any given day, everyone gets panicky. We have seen this numerous times in the past and we will continue to see days of panic in this long term bull market.
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Thursday, January 21, 2010
Gold Plunges as Chinese Tightening Leads to Economic Jitters and Risk Aversion / Commodities / Gold and Silver 2010
Gold fell 2.2% yesterday and has fallen again in early London trading and is testing support at $1,100/oz. More significant support is at $1,080/oz and a close below that level could lead to a fall to stronger support at previous resistance at $1,030/oz. Gold is currently trading at $1,105.00/oz and in euro and GBP terms, gold is trading at €787/oz and £684/oz respectively. The possible insolvency of Greece with the attendant negative ramifications for the euro is seeing gold continually test the €800/oz mark.
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Thursday, January 21, 2010
What's Driving the Gold and Silver Prices Now? / Commodities / Gold and Silver 2010
The gold market changed dramatically in 2009 and thanks to GFMS we now have evidence of these changes. The main features of these changes are: -
Mine production was up by 6% in 2009. Supply of gold scrap was up by 27%. Jewelry demand was down by 23%. World Investment jumped from 885 tonnes to 1820 tonnes, a year-on-year gain of 105%
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Wednesday, January 20, 2010
Gold Price Slides As U.S. Dollar Gains / Commodities / Gold and Silver 2010
The spot rate gold price has dipped back to $1,122.10 per ounce thanks to the continuing resurgence of the dollar. The dollar has improved slowly but steadily in recent weeks as it becomes more likely the Fed will raise interest rates sometime in the next several months.
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Wednesday, January 20, 2010
Gold and Base Metals Breaking Currency Link / Commodities / Gold and Silver 2010
THE PRICE OF GOLD for Euro investors rose for the third session running in Asia and London on Wednesday, but slipped to $1125 vs. the Dollar as global stock-markets and commodities fell on news of fresh credit tightening by the Chinese authorities.
Wednesday, January 20, 2010
Aussie Gold Stocks Sector Shines Bright / Commodities / Gold & Silver Stocks
History Always Repeats - Although gold had been rumoured to have been found in Australia as early as 1814, the first gold fields did not appear until thirty years later. Gold discoveries were not considered blessings in the pre 1850’s Australian convict society as the authorities believed gold fever could potentially cause anarchy in the small fledgling British colonies.
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Tuesday, January 19, 2010
Focus on Fundamental Drivers for Gold and Copper / Commodities / Metals & Mining
Pinetree Capital Resource Analyst Craig Stanley sheds some light for The Gold Report on how real interest rates are driving gold's rise. Although the 10-year real rate is positive now, he says if it goes negative, and stays negative, "Look out. The gold price could really spike." In this exclusive Gold Report interview, he discusses some of the junior exploration and development companies in Pinetree's portfolio.
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Tuesday, January 19, 2010
Precious Metals Stocks Provide Important Details Regarding The Next Gold Bottom / Commodities / Gold and Silver 2010
In the previous essay dedicated to gold and silver we have summarized that the very-long-term price projections are still in place and paint a bullish picture for long-term investors holding gold, silver, and corresponding equities. On the other hand, the short-term outlook remains bearish for the precious metals market.
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Tuesday, January 19, 2010
Marc Faber, Peter Schiff and Ron Paul Say Prepare for Hyperinflation / Commodities / HyperInflation
"Marc I heard you say that you know believe that it is 100% guaranteed that we are now going to have hyperinflation like Zimbabwe"
Faber - "Yes That is Correct"
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