The US economy has bulldogged its way to growth in February, despite adverse weather, ongoing energy sector layoffs, adverse foreign exchange rate action and periodic talk of rising US interest rates.
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Migration Toward a Global Recovery
Not surprisingly, the Euro zone debt crisis continues to linger, and the situation in the Ukraine remains highly fluid.
Global Negative Sentiment Exceeding Rationality
Global Negative Sentiment in many ways has probably already exceeded rationality. To the bears’ credit, unrelenting declines in crude oil, copper and equities justifies some fear of slackening demand.
2015 Commodity Demand Outlook is Better Than You Think
The events in the second half of 2014 will do more to stimulate the global economy than all the central bank and governmental efforts combined.
Negative Cloud of Global Sentiment
The recent market action appears to have been a capitulation event that has exaggerated global slowing fears.
A Turn in Global Economic Headwinds
Negative headline news has reached a fever pitch, seasonal commodity price pressure remains in place, adverse Dollar action dominates, and perhaps most importantly, the international economic outlook continues to deteriorate.
Fears of Global Slowing are Front and Center
The spec net long in physical commodities continues to decline, fears of global slowing (particularly from Europe and China) are front and center, and the ever-strong US Dollar is adding into the bear case for commodities.
Disappointing Pace of Recovery & Declining Prices
The outlook for the global economy has improved marginally, with a series of positive US data providing some respite from the generally discouraging economic news flowing from Europe and China.
Disappointing Pace of Recovery & Declining Prices
The outlook for the global economy has improved marginally, with a series of positive US data providing some respite from the generally discouraging economic news flowing from Europe and China.
Improving US Economy Looks to Be a Negative For Commodity Prices
Macroeconomic recovery prospects were improved by the actions of the ECB last week, even if the action was months and perhaps years late in coming.