Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, March 24, 2017

This Single Model Explains Crude Oil Price Swings / Commodities / Crude Oil

By: John_Mauldin

BY JARED DILLIAN : One of the things we learned when oil collapsed a couple of years ago—something I’ve written about previously—was that there was a positive feedback loop embedded in declining oil prices.

Basic economic theory would tell you that as the price declines, so does oil supply. But the opposite turned out to be true. The rice went down, and people pumped more!

Thursday, March 23, 2017

Gold Prices See Seventh Day Of Gains After Terrorist Attack In London / Commodities / Gold and Silver 2017

By: GoldCore

– Gold prices higher seven days in row – best gains since Brexit
– Gold spikes to three week high after terrorist attack in London
– Global stocks fell yesterday after attack in London 
– Stocks resilient today and start day flat

Wednesday, March 22, 2017

Peak Gold – Biggest Gold Story Not Being Reported / Commodities / Gold and Silver 2017

By: GoldCore

– Peak gold – Biggest gold story not being reported
– Gold ‘Mining Zombie Apocalypse’ caused miners to slash exploration budgets
– Decline in gold production at world’s top 10 gold mining companies – Byron King
– “No new big mines being built in the world today” – Glencore CEO Glasenberg

Wednesday, March 22, 2017

An OPEC Oil Deal Extension Isn’t As Simple As It Sounds / Commodities / Crude Oil

By: OilPrice_Com

It’s been six months now that oil prices have been reacting to OPEC, first to the possibility of an agreement, and then to the production cut deal itself, forged by OPEC to rebalance the market. The deal--initially aired as ‘an agreement to agree on a deal’ in September and signed at the end of November—will likely impact the market for at least the next six months.

Wednesday, March 22, 2017

Potential Bottoming Patterns in Gold and Silver Precious Metals Stocks Complex... / Commodities / Gold and Silver Stocks 2017

By: Rambus_Chartology

There is a combo chart for the PM complex I've been following, on the short term 10 month daily look, which shows a potential H&S bottom forming. I put a neckline symmetry line on the charts to get a feel for where the low for the right shoulder may form. Some are fairly parallel to the neckline like GLD, SLV and the HUI with GDXJ and SIL being the most unparalleled. The CDNX is showing the most weakness as it probably has to do with some of the small cap energy companies.

Tuesday, March 21, 2017

The Demise of the Gold and Silver Bull Run is Greatly Exaggerated / Commodities / Gold and Silver Stocks 2017

By: Peter_Degraaf

A few analysts are once again beating the drums for much lower gold and silver prices - supposedly just around the corner. They mistake the testing of a recent breakout for a turnaround in the main trend. In the process they are sowing confusion. Here are some charts that show the main trend, along with reasons why the price of gold and silver is on track for a sharp rise, thanks to bullish fundamentals.

Tuesday, March 21, 2017

How to Protect Yourself from the Looming Pension Crisis / Commodities / Gold and Silver 2017

By: John_Mauldin

Stephen McBride : Having jumped from one job to another early in life… and with those jobs being across many continents, I haven’t really given much thought to my pension. Looking at the numbers, it seems I’m not the only one. Over 50% of Americans aged 25–34 have no retirement savings. Then again, given the current state of the pension system, it may be a prudent move.

A 2015   from the National Association of State Retirement Administrators estimated that public pension funds are around $1 trillion in the red—but the problem gets worse. 

Monday, March 20, 2017

Crude Oil Price Decline Continuation / Commodities / Crude Oil

By: Bob_Loukas

I like this Crude oil decline, and to date, it has been a picture perfect Cycle’s development.  Members of The Financial Tap were already tracking that expectation in advance, and positioned well to take advantage.  But that big decline, which started on March 7th took many by surprise, judging by the extreme (Long) positioning seen with the COT report.  And if you were not already short before the move began, the speed of the decline made it nearly impossible to establish a new position thereafter.

Monday, March 20, 2017

Physical Metals Demand Plus Manipulation Suits Will Break Paper Market / Commodities / Metals & Mining

By: MoneyMetals

Mike Gleason:  It is my privilege now to welcome in Craig Hemke of the TF Metals Report. Craig runs one of the most highly respected and well known blogs in the industry and has been covering the precious metals for close to a decade now, and he puts out some of the best analysis on banking schemes, the flaws of Keynesian economics and evidence of manipulation in the gold and silver markets.

Craig, it's great to have you back and thanks for joining us again today and, how are you?

Monday, March 20, 2017

Precious Metals : Who’s in Charge ? / Commodities / Gold and Silver 2017

By: Rambus_Chartology

In this report I’m going to update some charts I posted back in November of last year before the PM complex bottomed in late December. What I was showing back in November were many of the H&S tops that were breaking down in an impulse leg to the downside. The lows in December of last year is where they bottomed and began a counter trend rally that took prices back up to the February 2017 highs. From a Chartology perspective all we’ve had so far was a backtest to some of the necklines at this point in time. Maybe it will end up being more, but for now the backtests are holding resistance.

I would like to start with one of the more important ratio charts which compares Gold to the US dollar. During the bull market years this ratio chart built out a parallel uptrend channel that was a thing of beauty. In 2000 this ratio started to build out an inverse H&S bottom which reversed the bear market to a bull market. For the next 11 years this ratio built out one consolidation pattern on top of the next, which is bull market action. Even the crash in 2008 built out a H&S consolidation pattern which launched the rest of the bull market into the 2011 high.

Monday, March 20, 2017

Gold and Silver 200-Day Moving Averages / Commodities / Gold and Silver 2017

By: Jordan_Roy_Byrne

The precious metals complex enjoyed a strong week mostly due to a post-Fed explosion on Wednesday. Although gold stocks sold off to end the week, they finished up almost 5% for the week. Gold gained 2.4% on the week while Silver gained 2.9%. The miners enjoyed massive gains following the previous two rate hikes and that has some optimistic about a repeat scenario. However, the miners and metals need to prove they can recapture their 200-day moving averages before we become optimistic.

Monday, March 20, 2017

Gold and USD Cycles : A Roadmap / Commodities / Gold and Silver 2017

By: SurfCity

Monday will be day 6 of Gold’s third Trading Cycle (TC) out of the December 2016 Yearly Cycle Low (YCL). Next week’s price action will be critical in determining if we will see a higher high in this Intermediate Cycle (IC) or just a secondary high that will set the IC downtrend line into the next IC Low. Based on my cycle work, I do believe the Gold Bull has resumed, however, the transitions from Bear to Bull markets are typically epic battles that take time to play out.

Monday, March 20, 2017

Gold and Silver Markets Update / Commodities / Gold and Silver 2017

By: The_Gold_Report

Technical analyst Jack Chan charts the latest moves in the gold and silver sectors.

Friday, March 17, 2017

Front Seat In Shanghai China Gold Market: Jig Is Up / Commodities / Gold and Silver 2017

By: Jim_Willie_CB

Something big is afoot in the Shanghai Gold market. It seems that we are at the door of the RESET finally, with China being betrayed by the USGovt and USFed in concerted collusion. The attempt to reduce the USDollar while maintaining ultra-low bond yields seems the final straw. The inference is made that the jig is up finally, and a significant turning point is upon us.

Friday, March 17, 2017

Gold Cup – Horse Racing’s Greatest Show, Gambling and ‘Going for Gold’ / Commodities / Gold and Silver 2017

By: GoldCore

– Gold Cup at Cheltenham – Most important event on horse racing calendar  

– Gold Cup trophy contains 10 ounces of gold

– Today’s prize is worth over £9,000 in gold terms

Friday, March 17, 2017

European Elections and Gold / Commodities / Gold and Silver 2017

By: Arkadiusz_Sieron

The most commonly cited bullish arguments in favor of gold right now are the problems faced by the Old Continent, mainly the elections in certain countries. So let’s analyze them individually to consider their potential impact on the gold market.

Thursday, March 16, 2017

Crude Oil Price Outlook 2017 - Video / Commodities / Crude Oil

By: Nadeem_Walayat

My crude oil in-depth analysis and concluding trend forecast for 2016 proved remarkably accurate, and so I get a lot of comments requesting a similar exercise for 2017. However my analysis has so far not lead me in the direction of the oil price, nevertheless my recent analysis on the SNP's latest call for a Scottish independence in an attempt at subverting BrExit, that eventually aim to convert into a video did include a brief look at the most probable prospects for the crude oil price for 2017 as being a significant factor with regards forecasting the outcome of the Scottish second referendum.

Thursday, March 16, 2017

Gold Up 1.8%, Silver Up 2.6% After Dovish Fed Signals Slow Interest Rate Rises / Commodities / Gold and Silver 2017

By: GoldCore

– Gold up 1.8%, silver up 2.6% – Fed signals slow rate rises
– Dollar sells off as Fed raises 0.25% to target range of 0.75 percent to 1 percent on inflation outlook and “ebullient” stocks
– Gold’s biggest 1 day percentage gain since September 2016
– Fed raises rates for only the third time since crisis
– Fade out Fed “jibber jabber” and focus on still ultra low rates (see chart)
– Rising rates bullish for gold as seen in 1970s and 2003 to 2007 (see table)
– Silver rose 26% in 2003, 14% in 2004, 29% in 2005 and 46.6% in 2006

Wednesday, March 15, 2017

Gold and Silver Price Manipulation: The Biggest Financial Crime In History / Commodities / Gold and Silver 2017

By: Stewart_Dougherty

According to the mainstream financial media (MFM), the biggest financial frauds in history are the Bernie Madoff Ponzi scheme, with roughly $20 billion in net investor losses, and the Bank State rigging of LIBOR, which resulted in 16 guilty banks paying $35 billion in fines, which supposedly equated to their theft.

Wednesday, March 15, 2017

Inflation + Populism = Soaring Gold / Commodities / Gold and Silver 2017

By: John_Rubino

Inflation is back, thanks to the past few years’ exuberant borrowing and currency creation. Meanwhile, populist politicians are gaining traction in Europe, threatening both the European Union and the eurozone.