Looking at the action in stocks last week, we might develop some concern for the pace of the US recovery, especially in the wake of a soft December Non-Farm Payroll result, sub-par sales guidance from a couple of bellwether US companies and from fears that the Fed might continue to taper even in the face of uneven US data.
Platinum
The Improvement in the Global Economy Continues
The improvement in the global economy continues, but the recovery pace obviously isn’t providing much in the way of support for the commodity markets.