A number of industrial commodities have remained under liquidation pressure because of the worsening of US/Chinese trade relations. The takeaway from recent dialogue suggests that the US is preparing for a long-term tariff strategy with China.
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Equities Markets’ Resilience has Softened Negative Vibes in Commodity Markets
While the equity markets have not completely left the confidence-shaking volatility from early February behind, their ability to maintain a good portion of their gains from the recovery bounce has calmed investors and softened the negative vibes in the commodity markets.
Key Market Developments to Pressure Commodity Prices
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Market Reaction to Payroll Could Leave Commodities Vulnerable
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Volatile Week Ahead, Growth in the Long Run
It could be a very volatile week ahead as the market deals with factors that could slow US economic growth in the short term.
US Economic Outlook Pendulum Swinging Towards Less Growth
For most of 2017, equity market gains went hand-in-hand with expectations for improving commodity demand.
Global Growth Outlook Positive; Commodity Bottom!
Commodity markets appear to have put in a significant low on June 22nd, right into the crude oil low and also in line with the first day of summer.
Disappointing Trend and Sensitive Commodity Markets
Consumer spending in the US grew at a 0.3% rate in the first quarter, the smallest increase since the fourth quarter of 2009.
The Environment for Physical Commodities Could Be Negative in the Coming Weeks
While the inevitable happened in the March FOMC meeting, the reaction in the dollar was very surprising and was modestly supportive to a number of commodities.
Evidence of a Recovery Unfolding in Europe and China
As we mentioned several weeks ago, the steady rise in interest rates is soon to become an issue for a number of markets.