Recent talk of fresh easing from the BOJ and BOE seems to have been largely discounted as ineffective, and that has prompted a revival of safe haven interest in gold and US Treasuries.
Brexit Injected Volatility into Global Markets
The “unexpected” happened with the UK referendum to leave the EU.
This Week in Commodity Markets
What the Fed gave to commodity markets recently might be temporarily taken away by the “Brexit” fiasco.
How Will Commodities in the Summer of 2016 Be Defined?
Since the March lows, several physical commodities have forged rallies that few expected, and with even fewer anticipating the magnitude of those rallies.
Commodity Markets Facing Fundamental Junctions Directly Ahead
The USDA report follows a May report that shifted the 2016/17 crop outlook from definitively bearish to moderately less bearish.
2016 Summer Presents Improvement in Technical Posture for Commodities
Gradually the skies are brightening for a host of physical commodities, but various headwinds remain in place into the sixth month of 2016.
US Economy Continues On a Slow, Upward Slope of Recovery
The markets have now “reflated” and have partially corrected!
Gains in Commodities Historically Hint at Inflation
Seeing silver, sugar and soybeans forge strong price gains has historically hinted at inflation, but that type of forecast seems foolhardy in the current environment.
Forward Progress in the US Economy Has Disappointed
The “talking heads” and “talking fund managers” are suggesting that the rally in commodities is done, unjustified and poised to be reversed.
Increased Odds of Growth in the US and Abroad
Just when it appeared that the commodity markets were overbought and poised to correct, the US Fed was found to be on-hold “to at least June.”