Posts filed under “Commodities”

Stratfor: Chinese Investments in Africa

Fascinating chart via Stratfor:

 
click for ginormous graphic
http://www.stratfor.com/sites/default/files/main/images/Africa_china_investments_v2.jpg

Category: Commodities, Digital Media, Gold & Precious Metals

Corn

Corn David R. Kotok August 11, 2012   Two expert agricultural economists joined this year’s gathering in Maine. Their expertise is worldwide. Each of them has years of experience forecasting various ag scenarios and resulting global impacts. One is chief economist of a major, worldwide trading company; the other is affiliated with a bank that…Read More

Category: Commodities, Think Tank

Ag Outlook …

Category: Commodities, Technical Analysis, Think Tank

Drought Devastating Crops, Driving Prices Higher

Click to enlarge: The New York Times – Searing Sun and Drought Shrivel Corn in Midwest Across a wide stretch of the Midwest, sweltering temperatures and a lack of rain are threatening what had been expected to be the nation’s largest corn crop in generations. Already, some farmers in Illinois and Missouri have given up…Read More

Category: Commodities, Think Tank

The Falling CRB Index

Reuters.com – COMMODITIES-Markets tumble again; CRB at 20-month low The sell-off in commodities showed little signs of abating on Wednesday as the dollar’s relentless climb against the euro and fears of a Greek exit from the euro zone forced a fresh tumble in prices of grains, metals and oil. The 19- commodity Thomson Reuters-Jefferies CRB…Read More

Category: Commodities, Think Tank

Chinese Defaulting on Commodity Contracts

The BoJ meets tomorrow (2 day meeting) to decide on monetary policy. Speculation continues that they will add to their stimulus measures, which has weakened the Yen. Trade data is out on the 23rd May, which may reveal that the Japanese trade deficit widened in April -  once again Yen negative; The FT reports that…Read More

Category: Commodities, Think Tank

Hours of Work Needed to Purchase: CRB, SPY, Gold, Oil

From Ron Griess and the always fascinating Chart Store, we see a very different read of inflation.

He shares this awesome selection from his weekly blog (subscription only) of commodities,  crude oil, copper, gold, silver, corn, coffee, cotton, and the S&P500 — all priced in terms of hourly earnings:
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Click to enlarge:

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Category: Commodities, Gold & Precious Metals, Inflation

Dr. Copper Flashes a Warning

> “Dr. Copper is telling us that while the U.S. equity markets are being priced by such frivolous things as U.S. holiday retail sales, the global economy is experiencing a deceleration in growth [that will become evident] in the first half of next year.” -Jason Schenker,  chief economist at Prestige Economics. > Those of you…Read More

Category: Commodities, Economy

Copper signaling recession ….

FusionIQ’s Kevin Lane notes:  Copper as seen on this weekly chart through last tick has broken two supports first near $ 50.00 (red line) and second (green line) near $ 46.00 – this free fall on volume is more indication that the market believes we are in a recession given copper’s ties as an economic…Read More

Category: Commodities, Economy, Markets

King Copper and a New Low in the Shanghai Index

Doug Kass points us to this chart (from “Fast Money’s” Steve Cortes) depicting copper’s price with the S&P 500. Source: Bloomberg

Category: Commodities, Data Analysis, Economy