Commodities

5 May 2016

While cyclical challenges remain tough in global commodities, structural realities look more tolerable.  According to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown and poor growth prospects. Advanced economies are not immune. In the US, just two commodity-related sectors – oil and gas, as well as metals and steel – accounted for more than half of the defaults in 2015. While cyclical challenges remain tough in global commodities, structural realities look more tolerable.  According to conventional wisdom, the challenges of global commodities can be attributed to China’s slowdown and poor growth prospects. Advanced economies are...

Featured Articles

15 January 2015

The Oil-Go-Round Keeps Spinning

The price of oil has steadied in recent days after making new lows on Tuesday.  The March WTI futures contract approached its 20-day moving average earlier today (~$52.30) for the first time since late November.  This was a new selling...

12 December 2014

Plunging Oil and OPEC’s 2015 Forecast

The demand for oil in 2015 will drop to its lowest level since 2002 because of an oversupply of crude and stagnant economies in China and Europe, according to OPEC's latest forecast. And that's just one of several sour estimates. ...

18 November 2014

It Shouldn’t be a Surprise that Speculators are Long Oil

Oil prices have declined for the better part of the past five months.  The unexpected contraction in the Japanese economy in Q3 underscores that the strong supply growth is taking place amid weakening demand.  OPEC's meeting is still ten days...

20 June 2013

Who Are The Ones Manipulating The Gold Price?

  Gold has been touted a safe store of wealth, particularly when there are serious risks to global financial markets. However, gold suffers from wild price gyrations when the markets become too disruptive, and data suggests that gold prices are...

28 January 2013

5 Major Geopolitical Risks Facing Commodity Markets In 2013

On January 14, Deutsche Bank published their 2013 market outlook in which they identified several geopolitical hotspots to worry investors and businesses. They include a wide range of developed and less developed economies, many of which are key producers of...