Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.
Friday, September 07, 2012
The Chinese Steel Production Paradox / Commodities / Steel Sector
By: Anthony_David
With demand for steel on the wane, producers across the world have reported losses or sharp drops in profitability. The slowdown in the steel market has been attributed to the slowdown in the Chinese economy, the ongoing euro zone crisis and a sluggish U.S. economy. Though China, the largest consumer of steel has taken measures to boost its economy, it is not expected to result in an increased demand for steel in the short term.
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Thursday, September 06, 2012
Russia Stock Piling Gold for a New Trading Currency / Commodities / Gold and Silver 2012
By: Jesse
The markets in general paused before the ECB announcement tomorrow and the Non-Farm Payrolls number in the US on Friday.
Early today there was a violent 7.6 magnitude earthquake in Costa Rica, but fortunately the damage was contained, there were few deaths, and there were no tsunamis. This is good news.
Thursday, September 06, 2012
JPM and Goldman Forecast Gold Price $1,800/oz By Year End / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,708.50, EUR 1,355.09, and GBP 1,074.53 per ounce.
Yesterday’s AM fix was USD 1,689.50, EUR 1,349.23 and GBP 1,065.26 per ounce.
Silver is trading at $32.55/oz, €25.94/oz and £20.55/oz. Platinum is trading at $1,582.50/oz, palladium at $644.80/oz and rhodium at $1,025/oz.
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Thursday, September 06, 2012
Investing in Silver: Strong Signals for Price Rally / Commodities / Gold and Silver 2012
By: Money_Morning
Don Miller writes:
Gold remains the favorite of precious metals investors, but silver is now a strong number two...with a bullet.
That means you should consider investing in silver now before it goes even higher.
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Thursday, September 06, 2012
Why the U.S. Drought is Hitting Harder Than Most People Realize / Commodities / Agricultural Commodities
By: Money_Morning
Chris Martenson writes: This is an important update on the U.S. drought of 2012 and its impact on food prices, water availability, energy, and even U.S. GDP.
Even though the mainstream media seems to have lost some interest in the drought, all of us should continue to be aware of it since its ramifications are far-reaching.
Thursday, September 06, 2012
Gold Hits Near-Record Euro Highs as Markets Jump on ECB Anticipation / Commodities / Gold and Silver 2012
By: Adrian_Ash
The WHOLESALE gold price reached new 6-month highs in Asian and London trade Thursday morning at $1713 per ounce, rising alongside most other financial assets as traders awaited the European Central Bank's latest policy decision – widely expected to unveil a quantitative easing-style program of buying weaker government bonds.
After a Bloomberg leak claimed Wednesday that the ECB will begin "Monetary Outright Transactions" – buying Italian and Spanish debt to reduce their borrowing costs – the published announcement simply kept Eurozone interest rates unchanged.
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Thursday, September 06, 2012
Gold Price Breakout - But Don't Look for the Gold Standard to Be Reinstated / Commodities / Gold and Silver 2012
By: Chris_Vermeulen
For the first time in over 30 years, talk of a return to the gold standard has become part of mainstream politics in the United States. Part of the official Republican policy adopted it at the recent Republican Convention and called for the commission to look at reestablishing the link between gold and the U.S. dollar. No doubt that plank was added to soothe supporters of Texas Congressman Ron Paul.
Thursday, September 06, 2012
The printing press is running hot, but where is inflation and how will it affect gold? / Commodities / Gold and Silver 2012
By: GoldSilverWorlds
The key to understanding inflation lies in the implications of an increasing money supply. Here at Global Gold, we rely on the “True Money Supply” which is provided by the Mises Institute. The “True Money Supply” was originated by Murray Rothbard and represents the amount of money in the US economy that is available for immediate use in exchange. On the chart below you see that the True Money Supply has accelerated at a faster rate in the past couple of years; it is currently in an exponential growth phase. Even if one takes the official data published by the US Fed, the evolution looks similar: since 2000, the Fed balance sheet has increased fivefold.
Thursday, September 06, 2012
Northern Rock vs. Gold / Commodities / Gold and Silver 2012
By: Adrian_Ash
Five years on, what does the Northern Rock crisis mean for gold investing...?
EARLY ON the morning of Friday, 14 September 2007, nervous savers formed queues outside several branches of Northern Rock – the former building society then writing 1-in-5 of all new UK mortgages.
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Thursday, September 06, 2012
Gold is the Ultimate Crisis Barometer / Commodities / Gold and Silver 2012
By: Clif_Droke
Gold's latest rally - and the dollar's recent decline - has the investing world buzzing with speculation as to the meaning behind it. Convention wisdom says that gold senses another round of loose money on the part of the world's leading central banks. But what few investors have considered is that gold is most likely serving its role as a crisis barometer, warning of trouble ahead on the economic horizon.
Thursday, September 06, 2012
Crude Oil and Gold Still Joined at the Hip: Something Has to Give / Commodities / Gold and Silver 2012
By: Andrew_Butter
This is a chart of the price of oil and the price of gold, superimposed:Read full article... Read full article...
Wednesday, September 05, 2012
Investing in Silver: Double Down on the White Metal's Gains / Commodities / Gold and Silver 2012
By: Money_Morning
Don Miller writes:
Gold remains the favorite of precious metals investors, but silver is now a strong number two...with a bullet.
That means you should consider investing in silver now before it goes even higher.
In case you haven't noticed, after wallowing around in the mid-20s for months, silver prices have shot back over $30 an ounce.
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Wednesday, September 05, 2012
Gold’s Coming Rise / Commodities / Gold and Silver 2012
By: Darryl_R_Schoon
Last year on September 6, 2011, gold reached a high of $1920; but when bullion banks intervened by pushing gold lease rates deep into negative territory in early September, they made sure enough leased gold would reach the markets to drive the price of gold lower.
Wednesday, September 05, 2012
Gold Bugs Rejoice At Signs of Bull Market Resumption / Commodities / Gold and Silver 2012
By: Simit_Patel
Cries of euphoria have been emanating from the gold bug community of late, as signs that the upward trend is getting ready to resume are growing stronger. Consider the following:
Wednesday, September 05, 2012
Investors, Don't Push the Panic Button on Rare Earths / Commodities / Rare Earths
By: Critical_Metals_Repo
Lisa Reisman describes herself as a "classic libertarian," but the managing editor of MetalMiner.com nonetheless believes government has a role to play in protecting and developing domestic supplies of critical metals. In this exclusive Critical Metals Report interview, Reisman argues for private/public partnerships and explains why today's low prices don't phase her—or surprise her.
The Critical Metals Report: Lisa, many of the companies in the rare earth elements (REE) space are trading near 52-week lows. Has the bubble burst or is this a consolidation?
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Wednesday, September 05, 2012
Gold and Silver for WHEN Inflation Gets Out of Hand / Commodities / Gold and Silver 2012
By: Jeff_Clark
Jeff Clark, Casey Research writes: The cheek of it! They raised the price of my favorite ice cream.
Actually, they didn't increase the price; they reduced the container size.
I can now only get three servings for the same amount of money that used to give me four, so I'm buying ice cream more often.
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Wednesday, September 05, 2012
U.S. Strategic Petroleum Reserves: The New Monetary Tool? / Commodities / Crude Oil
By: EconMatters
Oil and commodities are rising with renewed talk of buying bonds in Europe and future stimulus from the Federal Reserve in the United States. The problem of course is that higher oil prices partially offsets some of the benefits of these Monetary Initiatives by leaders (It is debatable how effective these policies actually are in solving the real issues and problems).
Tuesday, September 04, 2012
September And November Best Months To Own Gold / Commodities / Gold and Silver 2012
By: GoldCore
Today’s AM fix was USD 1,691.50, EUR 1,342.25, and GBP 1,067.44 per ounce.
Yesterday’s AM fix was USD 1,686.00, EUR 1,341.72 and GBP 1,061.65 per ounce.
Silver is trading at $32.06/oz, €25.56/oz and £20.27/oz. Platinum is trading at $1,557.00/oz, palladium at $630.40/oz and rhodium at $1,025/oz.
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Tuesday, September 04, 2012
Gold and Silver "Continue Upswing" / Commodities / Gold and Silver 2012
By: Ben_Traynor
WHOLESALE prices to buy gold bullion hovered above $1690 an ounce Tuesday morning in London, in line with where they started the week, while stocks and commodities were broadly flat and US Treasuries fell, as markets looked ahead to this week's European Central Bank policy meeting.
Silver bullion rose as high as $32.33 per ounce – 1.9% up on the week so far, and the highest level since April.
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Tuesday, September 04, 2012
Near-Term Targets for Gold, Silver and Mining Shares / Commodities / Gold & Silver Stocks
By: Jordan_Roy_Byrne
It's amazing. Suddenly, everyone is bullish again. Two months ago you couldn't give away mining shares or Silver. No one wanted to buy. After back to back weekly gains (for essentially the first time since January) the gold bugs are back and proud. Bullish calls are coming out of the woodwork. This is good and all but as analysts our job is to stay ahead of the market, rather than react to or follow it, as so many professionals do. That being said, today we give you a quick synopsis of where things stand and the potential risks coming into play.