Commodities Chart Pack Fragile recovery already faltering The recovery in most commodity prices in October now seems like ancient history. The hopes generated by the apparent pick-up in Chinese demand, renewed talk of a third round of quantitative easing... 1st November 2011 · 1 min read
Commodities Chart Pack Reality bites The sharp falls in commodity prices in September are a timely reminder that the health of the global economy and financial system is at least as important as developments on the supply-side. The falls... 1st October 2011 · 1 min read
Commodities Chart Pack Defying gravity The slowdown in the global economy and nervousness in financial markets undermined the prices of industrial metals and oil in August. Admittedly, these prices ended the month on a more positive note... 3rd September 2011 · 1 min read
Commodities Chart Pack Supply disruptions cause prices to rally Most commodity prices rose in July, especially those which had fallen sharply over the previous two months. This occurred despite weakening demand prospects. Instead, supply-side developments were a... 2nd August 2011 · 1 min read
Commodities Chart Pack Supply separates the wheat from the sugar Commodity prices continued to fall in June. But while concerns about demand were the main driver in May, last month saw attention shift to the prospects for supply. This explains the divergence... 5th July 2011 · 1 min read
Commodities Chart Pack Coming back down to earth Most commodity prices tumbled last month as doubts about the strength of global demand and even the Chinese economy grew. We believe these falls were fully justified by fundamentals and expect further... 1st June 2011 · 1 min read
Commodities Chart Pack Risks shifting to the downside This week’s sharp falls in commodity prices of all types may have been exaggerated by wild speculation but are mostly consistent with our view of the economic fundamentals. 4th May 2011 · 1 min read
