Commodities Weekly Commodity prices wilt in face of surging dollar Most commodity prices fell further this week, undermined by the continued strength of the US currency and soft economic data from China. The prices of crude oils, especially the traditional US... 13th March 2015 · 1 min read
Commodities Weekly Payrolls data are not all bad news Most commodity prices fell this week even before the strong US payrolls data raised expectations of early Fed tightening and further dollar strength. While recognising that both developments have... 6th March 2015 · 1 min read
Commodities Weekly Outlook for metals brightening Metals prices have shown some of the largest gains in the past week, benefitting from some better news on the global economy including stronger manufacturing PMI surveys in China and the euro-zone... 27th February 2015 · 1 min read
Commodities Weekly “Grexit” could boost gold now, other commodities later Weather-related factors were responsible for the biggest moves in individual commodity prices in the past week: a cold snap in the US drove up the cost of natural gas, while further rains across key... 20th February 2015 · 2 mins read
Commodities Weekly Recovery in oil prices may falter soon The rebound in global oil prices has lifted Brent crude back to $61 per barrel, slightly above our existing forecast for the end of the year but consistent with our central scenario of a recovery to... 13th February 2015 · 1 min read
Commodities Weekly A sustained rally in oil prices? Oil prices have rebounded by over 20% in the last week during a period of highly volatile trading. The rally was sparked by growing evidence of declining US rig counts and multiple announcements of... 6th February 2015 · 1 min read
Commodities Weekly Copper caught up in January sell-off The copper price has continued to tumble this week. We suspect this is due to financial factors rather than underlying fundamentals. The copper market’s high liquidity has made it vulnerable to... 30th January 2015 · 1 min read
Commodities Weekly Oil prices finding a floor as precious metals rebound The European Central Bank’s decision to launch a large-scale programme of government bond purchases under quantitative easing (QE) is unlikely to provide a major boost to the prices of global... 23rd January 2015 · 1 min read