It’s risk-off today around the globe
Today has turned into a class risk off day in global financial markets—largely on news that China’s exports plunged 18.1% in February. Economists surveyed by Bloomberg had expected a 7.5% increase in exports.
Sector Monday: Even the transportation sector doesn’t seem like a safe haven for oil demand in the U.S.
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...Turmoil in South Africa keeps platinum and palladium in supply deficit; sole U.S. producer Stillwater Mining will benefit
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...Iron ore stocks have rallied–but the supply/demand picture is still negative
We’ve still got a long way to go, I’m afraid, before we see a bottom in iron ore prices. The problem is that while iron ore miners are reducing their capital budgets and cutting back on plans to add new capacity, they are still adding capacity, even if more slowly.
The copper-gold connection makes the drop in gold painful for copper miners
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Making sense of gold–and trying to find the bottom
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...Retracement, correction or panicky plunge: First thoughts on today’s falling markets
Today we’ve got either a standard retracement of the April rally, a sell off in growth-related stocks on a disappointing report on first quarter GDP out of China, or a panicky plunge in oil, industrial materials, silver and gold. It’s certainly a down market today but the nature of the “down-ness” depends on how your portfolio is positioned.
Why markets aren’t worried about inflation even as central banks flood the world with money
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...What else is new for a commodity: Copper is caught between low prices and rising costs
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Already reeling, gold takes two more body blows today
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...General Electric looks ahead–way ahead–in the commodities space
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