Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Today’s commodities rally is no more a long-term trend than the weekend’s commodity weakness
Today, May 10, evidence of “firming” inflation in China led to a rally in industrial metals such as copper and other commodities; which is a complete turnaround from the weekend when a larger than expected decline in Chinese exports and imports led to Monday weakness in commodity prices.
Yesterday’s soft U.S. economic growth drives dollar and stocks down, commodities up
After yesterday’s weaker than expected report on GDP growth, the Fed Funds futures market is giving odds of just 12% on a June interest rate increase. The odds of a June rate increase had been 21% after the Fed’s Wednesday meeting
A dovish Fed on interest rates turns a down day for commodities and emerging markets into an up day
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China’s big drop in exports serves as commodities reality check; People’s Bank back to end of day stock buying
China’s exports fell a greater than expected 25.4% in February (in U.S. dollars) from February 2015. Imports dropped 13.8%. After the recent big rally in commodity prices and in Shanghai equities, traders are seeing the news as a time for caution–and some selling.
Something different–and disconcerting–about today’s oil rally
I’ve got to say that the oil market seems very impressed with the impending meeting of oil producers–scheduled for March 20–that will, if everything goes right, produce promises from Russia, Saudi Arabia and other countries to freeze production at current record levels. A freeze would do nothing to reduce the current oversupply stored in tank farms and anchored tankers around the world.
Arch Coal bankruptcy sinks entire mining sector; copper miner Freeport falls 20%
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...How long before China’s growth reaccelerates? I’m starting to hear 2018 or later
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Dividend cuts by miner Freeport McMoRan and energy pipeline operator Kinder Morgan say the commodities slump still has time to run
Recent news from Freeport McMoRan Copper and Gold and Kinder Morgan points to more danger and lower stock prices for commodities and commodity stocks in the first half of 2016
Hard to believe but the commodities slump is getting deeper
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