Metals Chart Pack A strong month for metals The prices of industrial and precious metals generally rose in July, despite a strengthening dollar for much of the month and only subdued economic data out of China. However, with investors more... 2nd August 2016 · 1 min read
Commodities Chart Pack Industrial metals steal the show A sharp downturn in oil prices dragged the broad commodities indices lower last month so that equities outperformed. That said, there were pockets of strength, with nearly all the industrial metals... 1st August 2016 · 1 min read
Energy Chart Pack The music stops for oil, but coal picks up the tune It has been a mixed bag for energy commodities this month, with oil and US natural gas prices falling back due to oversupply, a stronger dollar and cooler weather. On the other hand, coal prices... 29th July 2016 · 1 min read
Metals Chart Pack Prices rally into July The prices of both industrial and precious metals have jumped in the last month, despite falling initially in the wake of the UK’s vote to leave the EU on 23rd June. Prices subsequently recovered on... 4th July 2016 · 1 min read
Commodities Chart Pack Commodities brush off Brexit blues Commodities outperformed equities in June as the UK’s surprise vote to leave the European Union sapped risk appetite in global markets. Gold prices predictably benefited from the heightened... 1st July 2016 · 1 min read
Energy Chart Pack Falling oil supplies trump Brexit concerns The sharp drops in the prices of riskier assets, including oil, after the UK voted to leave the EU have dominated headlines. However, oil prices are now more or less back to their pre-Brexit levels... 1st July 2016 · 1 min read
Metals Chart Pack Strong dollar weighs on precious metals prices Precious metals prices fell across the board in May. A strong dollar on the back of upward revisions to US interest rate expectations was the main factor behind the poor performance of the sector... 3rd June 2016 · 1 min read
Metals Chart Pack Investors turn more cautious The prices of almost all the industrial metals fell in May. A combination of an upward revision to US interest rate expectations, a stronger US dollar and renewed concerns about China’s demand weighed... 3rd June 2016 · 1 min read
Commodities Chart Pack Supply concerns defy the dollar Following the release of the Fed’s May FOMC minutes, upward revisions to US interest rate expectations and a subsequent appreciation of the dollar brought the recent rally in many commodities prices... 1st June 2016 · 1 min read
Energy Chart Pack Supply disruptions fuel oil price rally Oil prices have continued to rally over the last month, especially the US benchmark WTI, which has been boosted by the disruptions to supply in Canada. Indeed, these outages have more than offset the... 20th May 2016 · 1 min read
Metals Chart Pack Precious metals rally on dollar weakness Precious metals prices rallied in April, flattered by the recent dollar weakness. We have been positive on the outlook for precious metals since the start of the year owing to the prospect of lower... 6th May 2016 · 1 min read
Metals Chart Pack A note of caution on the recent price rallies The prices of most industrial metals rose in April, although prices have eased back in the last week. A weaker US dollar, as market expectations of US interest rate rises were scaled back, was a key... 5th May 2016 · 1 min read
Commodities Chart Pack It’s all about the dollar Commodity prices rose again in April on a combination of persistent weakness in the US dollar and investor optimism about a recovery in Chinese demand. While our long-held view has been that... 3rd May 2016 · 1 min read
Energy Chart Pack Oil leads the way up Oil prices continued to rally in April as sentiment improved further on the back of hopes that the oil market will rebalance later in the year. Indeed, better economic data out of China supported the... 29th April 2016 · 1 min read
Metals Chart Pack Metals price rally may prove unsustainable, for now The prices of most industrial metals rose strongly for much of March, but eased back towards the end of the month and in early April. Indeed, a weaker US dollar (on lower market expectations for US... 5th April 2016 · 1 min read
Metals Chart Pack PGMs outperform on improved China prospects Over the past month, the performances of precious metals have diverged. After a strong start to March, the prices of gold and silver fell back as expectations for further monetary tightening in the US... 5th April 2016 · 1 min read
