The Fed has another excuse to hold off on a September rate hike. Fed on hold in September as US non-farm payrolls disappoint. Although Chair Yellen...
Oil sees outflows as it trades at top of range Second consecutive week of crude oil outflows as Brent trades closer to the top of range...
Aluminium: recent recovery may be short-lived Years of chronic over-supply led by China’s lack of discipline in cutting back production capacity has seen global aluminium prices...
US natural gas is currently trading at US$2.74/MMBtu, up from US$2.00/MMBtu in May 2016 (+37%) in response to the warmer weather forecasts. We believe that it...
Investors rotate to cyclical assets as confidence is slowly restored – Weekly Flows Analysis Highlights • Investors have begun to rotate away from defensive assets such...
Gold’s fair value at US$1440 as uncertainty reigns. The US Dollar, Yen, the Swiss Franc and gold have all been beneficiaries of investors seeking haven asset...
Divergent flows in oil and precious metals – Weekly Flows Analysis Highlights Gold and silver ETPs continue to see inflows while profit-taking drives oil ETP outflows...
Gold is up nearly 20 percent in 2016, with investors flocking into the yellow metal for its potential safe-haven benefits as the market evaluates central bank...
Watch out ags: La Niña is coming Yesterday the National Oceanic and Atmospheric Administration (NOAA) and the International Research Institute for Climate and Society (IRI) raised...
Speculative trading in China Chinese iron ore, rebar*, and egg prices increased sharply in March and April, but are now declining. The volume of trading of...
