Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Thursday, March 19, 2015

Gold and Silver Currency Wars and Credibility Traps / Commodities / Gold and Silver Stocks 2015

By: Jesse

The Fed not only blinked today. They were twitching like someone afflicted with Tourette's syndrome.

The reasons are pretty clear.

The Fed had to take out the word patient today, or lose all credibility, and risk scaring the markets back into reality.

Wednesday, March 18, 2015

Double Bottom in Gold Price / Commodities / Gold and Silver 2015

By: Mario_Innecco

With the Fed looking like it is wimping out on raising rates in June 2015 and the dollar index crashing back below 100 it looks like gold has bottomed and formed a double bottom.

Jan Hatzius of Goldman Sachs now sees the first rate hike in September and last year GS was talking about a March or June hike. The strength we have seen in the dollar these last few months was based on expectations of rate hikes by the Fed so I think the FX/Gold market could get pretty wild as expectations of these rate hikes by the Fed dissipate.

Wednesday, March 18, 2015

Gold, Debt, Deflation and the U.S. Dollar / Commodities / Gold and Silver 2015

By: Aden_Forecast

The markets have been very volatile. This has led to many questions and the most frequently asked questions follow...

Q. We're hearing a lot about deflation, but how bad is it?

Wednesday, March 18, 2015

Gold Price Forecast to Double to Over $2,400 Per Ounce / Commodities / Gold and Silver 2015

By: GoldCore

- Gold price set to soar to new records in ‘Asian century’
- Gold price to double by 2030: ANZ
- Gold to exceed $2,400 per ounce
- Gold demand in Asia set to double
- “Greater demand from investors and central banks will see gold prices rise materially over the long-term”
- “Most of the time you don’t want to pay for it. But if you need it, you’re glad you have it”

Wednesday, March 18, 2015

The Truth About Iran’s Impact on Oil Prices / Commodities / Crude Oil

By: Money_Morning

Kent Moors writes: It’s getting to be crunch time in the negotiations between the West and Iran over Tehran’s nuclear program.

Despite an ill-advised attempt by U.S. Senators to scuttle the talks, it’s clear the negotiations in Geneva will continue.

Now, TV pundits have taken to the airwaves suggesting that an agreement would flood the market with Iranian oil.

Wednesday, March 18, 2015

Why Goldman Sachs Is Wrong About Commodity Prices / Commodities / Resources Investing

By: Metals_Report

Goldman Sachs delivered a dire commodities outlook earlier this year, but RAB Capital Founder Philip Richards still sees compelling buying opportunities. In this interview with The Mining Report, Richards discusses his outlook for oil, gold, vanadium, zinc and nickel, and profiles companies with projects that will see the light of day even in harsh price environments. A few of these names have doubled in stock value in recent months, and still others look poised to deliver multiple returns on investment.

Wednesday, March 18, 2015

Gold and Silver Mining Stocks Consolidate Before Next Big Move / Commodities / Gold and Silver Stocks 2015

By: P_Radomski_CFA

Briefly: In our opinion speculative short positions (full) in gold, silver and mining stocks are justified from the risk/reward perspective. We are keeping the stop-loss levels at their current levels, which means that we are effectively keeping some gains locked in and at the same time we're allowing the profits to increase.

Mining stocks have been trading sideway for several days now and the decline seems to have paused. We can infer something from this pause based on an event that accompanied it. Is the decline over or exactly the opposite - is it about to continue?

Tuesday, March 17, 2015

Texas: From Shale Boom to Water Revolution / Commodities / Water Sector

By: OilPrice_Com

Texas is famous the world over for two things on a massive scale: oil and droughts. Now the slick but dry state is becoming famous for water: that precious element that both resolves the drought problem and also makes it possible to pump more oil out of the ground.

Not only does Texas have the Permian Basin and the Eagle Ford shale, but it also has the Gulf of Mexico and its massive oil deposits and endless gallons of seawater that are now economically treatable thanks to next generation water processing technology.

Tuesday, March 17, 2015

The New London Gold Fixing / Commodities / Gold and Silver 2015

By: Julian_DW_Phillips

The Heart of the Gold Price - The "Fix"

The London Gold Fixing, the twice daily gold pricing mechanism at which the bulk of physical gold transactions take place is changing dramatically. In the past five London Based gold bullion banks on a direct telephone link to their clients established a price at which these transactions took place. This was an efficient way to establish an accurate price for gold deals done outside of the contracts used to supply the bulk of gold deals.

Tuesday, March 17, 2015

Why Lower Crude Oil Prices Could Drive Gold Higher / Commodities / Crude Oil

By: Bob_Kirtley

We view gold as monetary asset; therefore our directional views on the yellow metal are primarily a function of our expectations of monetary policy. After being very bullish on gold in the years following the global financial crisis as the Fed pursued highly accommodative monetary policy and quantitative easing, we turned bearish on gold at the end of 2012 as the period of easing monetary policy appeared to be coming to an end. We have maintained our bearish stance as the Fed has moved towards tightening monetary policy, however the recent fall in oil prices has caused us to question our view, and whilst we remain bearish over the longer term, we now think that gold prices could bounce from current levels.

Monday, March 16, 2015

Ireland’s Minister of Finance Dumps Stocks to Buy Gold / Commodities / Gold and Silver 2015

By: GoldCore

- Ireland’s Minister of Finance shifted personal wealth out of stocks and into gold

- Minister invested in SPDR Gold Shares ETF, Portuguese government bonds and other ETFs

- Maintained holdings in bank and agricultural commodities ETFs

- Gold ETF not a safe haven asset – much unappreciated counterparty risk

Monday, March 16, 2015

Gold Trading Week Ahead - 16 March 2015 / Commodities / Gold and Silver 2015

By: Harley_Salt

Late last week gold managed to stem the recent losses as the dollar rally paused. An 8 day run of consecutive losses on gold came to an end on Thursday, not before posting a new 4 month low.

Last week we saw solid buying from our clients at the low US$1,150’s/oz levels.

Sunday, March 15, 2015

Gold And Silver - When Will Precious Metals Rally? Not In 2015 / Commodities / Gold and Silver 2015

By: Michael_Noonan

If one addresses what is going on between China and the IMF, while keeping an eye on the Federal Reserve's fiat debt instrument, incorrectly called the "dollar," then the likelihood of a significant rally in gold and silver may not develop this year. Those believing the fiat "dollar" is on its currency deathbed and about to implode to its true intrinsic worth, zero, are not paying enough attention to realize that the elite's are still in control while in the process of merely switching horses: to China from the US.

Saturday, March 14, 2015

Gold Price Short-Term Respite but Danger Looming / Commodities / Gold and Silver 2015

By: Jordan_Roy_Byrne

The precious metals sector is oversold and due for a bounce. Miners and metals have endured severe declines in recent weeks and are likely to rebound from the 2014 lows. The miners are just starting to rebound and the metals should follow. However, until proven otherwise this appears to be an oversold bounce that could last only a few weeks. Potential danger lies ahead before a sustained turnaround.

Saturday, March 14, 2015

Natural Gas Price Forecast / Commodities / Natural Gas

By: Austin_Galt

Natural gas has been absolutely pummelled for the last decade after making an all time high in 2005 at US$15.78. Price now sits around US$2.75. What a spanking!

So, does there look to be an end in sight to this devastating downtrend? Yes and no. Let's begin with the "no" which involves the big picture yearly chart.

Saturday, March 14, 2015

Gold Price Slumps as US Dollar Soars, What's Next? / Commodities / Gold and Silver 2015

By: Nadeem_Walayat

Within weeks of the start of 2015, the Gold price had soared to nudge above $1,300 prompting many gold bugs to start proclaiming that the long anticipated resumption of the gold bull market had begun after a 3.5 year bear market. However, the gold price raally proved short lived as the January peak of $1,308 was followed by a relentless grind lower to $1,150, that is even lower than where Gold began the year at $1,183.

Friday, March 13, 2015

Gold and Currency War Chaos / Commodities / Gold and Silver 2015

By: Alasdair_Macleod

This week has been all about currencies, with a weak euro grabbing the headlines. At one point yesterday morning, the euro was 3% down from last Friday's close, hitting a 12-year low against the US dollar. The yen was also weak, challenging its multi-year low point established last December. However, there are signs that gold and silver are being accumulated in the futures markets, and at GoldMoney we have seen a pick-up in demand for physical gold this week.

Friday, March 13, 2015

Will Warren Buffett Really Let Gold Stocks Deep Value Slip By? / Commodities / Gold and Silver Stocks 2015

By: Jeff_Clark

Right now, even the staunchest gold investors are weary of the years-long drubbing the gold price has taken since its $1,921 peak in August 2011. Whether the frustrating experience is the work of a market-rigging conspiracy, government manipulation of data to hide inflation, those blindingly loyal Keynesians who keep pounding us with messages that gold is nothing but a “shiny bitcoin,” or the gullibility of mainstream investors who tell themselves that, gee, since Warren Buffett is a billionaire, his “gold has no utility” mantra must be right, it hasn’t been fun. The nasty downcycle has offered no respite.

Friday, March 13, 2015

How Apple’s Gold Watch Will Keep the Bull Market Ticking / Commodities / Gold and Silver 2015

By: MoneyMetals

An interesting message hit the news wires around the world in late February. Among many others, Mining.com announced breathlessly, “Apple buying a third of world’s gold to meet demand for iWatch.” The text continued with:

Technology giant Apple may soon buy up one third of the world’s gold in order to meet the demands of its highly anticipated Apple Watch, according to reports. Interest in the high-end model, featuring 18-karat gold casing, is picking up and the firm is already taking the necessary steps to have enough of them in stock.

Friday, March 13, 2015

Gold Price Up 2% In Sterling, 11% in Euro As Single Currency Plunges / Commodities / Gold and Silver 2015

By: GoldCore

- Gold has risen 11% versus the euro in 2015
- Builds on 12% gains against the euro in 2014
- Sentiment poor despite reasonable performance
- Gold performing well considering significant gains in stocks and dollar
- Dollar centric view misleading
- Currency wars intensifying
- Complacency and hubris rife