Commodities Chart Pack Iraq crisis boosts oil prices Industrial commodity prices were supported by stronger Chinese data in June, whilst further unrest in the Middle East lifted oil prices and boosted safe-haven demand for gold. However, the supply... 1st July 2014 · 1 min read
Commodities Chart Pack A more stable Chinese economy supports prices Energy and industrial commodity prices were boosted by stronger US economic data in May and signs that China’s economy stabilised in the second quarter. Meanwhile, the supply outlook for a number of... 2nd June 2014 · 1 min read
Commodities Chart Pack Supply fears underpin commodity prices Many commodity prices rose in April, boosted by supply concerns around industrial metals, agricultural commodities and crude oil. In particular, the price of coffee surged again after early harvests... 1st May 2014 · 1 min read
Commodities Chart Pack China fears weigh on industrial metal prices There was considerable variation in individual commodity price movements in March. Weak Chinese economic data weighed on both industrial metals and energy prices, but the prices of some agricultural... 1st April 2014 · 1 min read
Commodities Chart Pack Unseasonal weather lifts prices Adverse weather played a major role in the upward price movements of both energy and agricultural commodities in February. Harsh winter conditions in the US boosted energy prices while concerns about... 3rd March 2014 · 1 min read
Commodities Chart Pack A shaky start to 2014 Commodities prices started 2014 on a subdued note as high stocks in the US depressed crude oil while poor manufacturing PMI data from China raised concerns about wider commodity demand. Prices... 3rd February 2014 · 1 min read
Commodities Chart Pack Investors glad to put 2013 behind them The end of 2013 marked another year of dismal returns for commodity investors. The prospects for supply have been the key driver of most commodity prices, especially for agriculturals. The main... 8th January 2014 · 1 min read
Commodities Chart Pack Supply and Fed fears dominate The prospects for supply have been the key driver of most commodity prices in the last few months. The main exception is precious metals, where sentiment has been undermined – perhaps excessively so –... 3rd December 2013 · 1 min read
Commodities Chart Pack Ample supply offsets improving prospects for demand The US Federal government shutdown, and subsequent reopening, seems to have had little impact on commodity markets. If anything, the prospect of an extended period of monetary stimulus has supported... 1st November 2013 · 1 min read
Commodities Chart Pack Commodity prices fall despite support from the Fed The Fed’s surprise decision to maintain its current pace of asset purchases for a while longer had little effect on commodity prices. Indeed, the Fed’s caution partly reflects lingering uncertainty... 1st October 2013 · 1 min read
Commodities Chart Pack More upside for gold than oil? Concerns about the impact of Fed tapering on commodity markets have eased somewhat, partly because of the growing recognition that US monetary policy is likely to remain very loose, and partly because... 2nd September 2013 · 1 min read
Commodities Chart Pack Supply takes centre stage Supply factors played a key role in the movement of many commodity prices in July. Most importantly, the price of WTI has risen towards the price of the global benchmark, Brent crude, as logistical... 1st August 2013 · 1 min read
Commodities Chart Pack Negative sentiment towards gold looks overdone Commodity prices mostly fell further in June, with gold being hit particularly hard by (premature) fears of an early end to the support from global monetary policy. Industrial commodities were also... 1st July 2013 · 1 min read
Commodities Chart Pack Growth mix fails to help commodities Signs of stronger growth in the US have failed to boost commodities, due in part to the likelihood that the Fed will start to scale back its asset purchases under QE3 sooner than it might otherwise... 3rd June 2013 · 1 min read
Commodities Chart Pack Commodity and equity markets diverge further The prices of most major commodities fell in April due to growing concerns about the health of the global economy (and the early signs are that this weakness is continuing, for much the same reasons... 1st May 2013 · 1 min read
Commodities Chart Pack Corn leads commodities lower as demand disappoints The collapse in the prices of US grains has received the most attention recently, but commodity prices in general continued to fall in March. The main drivers of this weakness were worries about the... 3rd April 2013 · 1 min read
