Showing posts with label commodity prices. Show all posts
Showing posts with label commodity prices. Show all posts
Sunday, December 7, 2014

The Fed's policy trajectory is tied to global recovery

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The latest US payrolls report presents a challenge for the Fed. As discussed back in April ( see post ), US labor markets are continuing t...
Wednesday, March 5, 2014

Can the rally in global commodities be sustained?

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We are seeing broad improvements across global commodity markets. To be sure, commodity valuations are still at depressed levels relative ...
Tuesday, October 1, 2013

Commodities under pressure again

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The rally in commodities, which started in August has petered out. Several major commodities indices show significant declines on a year-o...
Tuesday, August 13, 2013

The FOMC is running out of excuses to maintain current policy

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The retail sales measure from the Commerce Department survey came in below expectations today with 0.2% month-over-month change vs. 0.3% e...
Tuesday, July 30, 2013

Commodity prices under pressure

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As oil prices retreated from the refinery demand driven spike ( see post ), the CRB BLS Spot Index of 23 commodity markets ( see descripti...
Wednesday, November 7, 2012

The impact of commodity index rebalancing

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Every year the two major commodity indices (S&P GSCI the DJUBS) are rebalanced based on the sizes of specific commodity markets. This ...
Friday, August 31, 2012

Monetary expansion, the US dollar, and commodity prices

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Economists continue to insist that there is no connection between the Fed's monetary expansion programs and increases in commodity pri...
Friday, June 15, 2012

The longer term trend in commodities will be driven by China, not central banks

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Commodities seem to have found a support level after a massive selloff recently. The CRB index recently broke through the previous support...
Friday, December 2, 2011

ISDA and CFTC are fighting it out over commodity limit rules

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Many readers were upset with the Sober Look post from two years ago named Energy speculation vs. hedging - regulate it all, ask questions...
Saturday, September 12, 2009

Another ETF giving Larry a headache

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Having given up on trying to invest in natural gas with USG, Larry (the retail investor) decided to go for a broad commodities index. An...
Wednesday, September 9, 2009

Commodities priced in dollars still produce gains in local currencies

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We have received a number of comments regarding the recent post called " No shortage of those who want to see the dollar lower " t...
Thursday, July 16, 2009

Derivatives trading causing price spikes? Study shows it's just hype.

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Following up on our earlier post called Energy speculation vs. hedging - regulate it all, ask questions later , here is a recent study fro...