Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, November 14, 2016

Gold Prices Have Overreacted To The US Election / Commodities / Gold and Silver 2016

By: Bob_Kirtley

To say it has been a turbulent week in markets would be a dramatic understatement. The moves around the US election were nothing short of incredible. We wrote last week about fading a risk off move over the election, and whilst we expected market nerves to calm after an initial period of uncertainty, we were completely blindsided by the pace and magnitude of the reversal. Nowhere are we more surprised than in the yellow metal’s reaction to the result. Not only do we view it as an overreaction, but actually view the gold prices as significantly undervalued in the current environment.

Monday, November 14, 2016

This Past Week in Gold, Silver and Copper / Commodities / Gold and Silver 2016

By: The_Gold_Report

Technical analyst Jack Chan charts a break in copper, as well as recent movements in the gold and silver markets.

Sunday, November 13, 2016

Bonds, Commodities and Stocks / Commodities / Financial Markets 2016

By: Gary_Savage

Bonds – this past week saw one of the largest weekly selloffs in decades. After finally reaching negative rates in much of the world, has the 36 year bond bubble finally popped?

Sunday, November 13, 2016

Krugman Gets His Alien Invasion – And Gold Bugs Get Paradise / Commodities / Gold and Silver 2016

By: John_Rubino

Nobel Prize winning economist and uber-liberal New York Times columnist Paul Krugman likes to illustrate his philosophy by noting that the threat of an alien invasion would help the economy by stimulating government spending.

Saturday, November 12, 2016

Copper Price Forecast – Is Copper Ready To Start A New Bull Market In 2016? / Commodities / Copper

By: InvestingHaven

We have covered the copper market extensively in recent weeks. As the price of copper has truly gone balistic this week, it justifies another commentary with our view on where exactly copper stands, and where it can go from here. In other words, is the copper price forecast that bullish that it suggests a new bull market has started in 2016?

MarketWatch is one of the few media outlets that provided some (positive) coverage on copper today. Their article implicitly suggests a bullish copper price forecast for the remainder of 2016: “Copper futures, meanwhile, saw a weekly climb of nearly 11%, which was the largest in over five years, as traders bet that policies expected to be pursued by Republican Donald Trump’s administration could feed demand for industrial metals.” Though fundamental data, as brought forward in their piece, does not carry too much value in our opinion, we agree with their viewpoint.

Saturday, November 12, 2016

The Future Price Of Gold Will Drop Below $1000 In 2017 / Commodities / Gold and Silver 2016

By: InvestingHaven

As the price of gold and silver came down sharply, many investors are asking what the future price of gold will be. Although we do not pretend to have a crystal ball, we observe sufficient signals in the charts to make a make a call about the future price of gold into 2017.

In general, the precious metals market has turned very sour. Gold registered it largest loss on a weekly basis since it crashed in 2013. Moreover, gold and silver miners, said to lead the precious metals complex, have truly crashed this week.

Saturday, November 12, 2016

A Good Time To Be Buying Gold / Commodities / Gold and Silver 2016

By: Richard_Mills

There's a lot going on in the world - from Trump being elected in the U.S. to turmoil in the middle east, the China Sea and Turkey, Russia is flexing it’s still considerable might, North Korea’s flinging it’s nukes helter skelter, Japan’s rearming, disease runs rampant and fear escalates about virus mutation, there’s shortages of fresh water with many rivers not reaching their former endpoint and of course climate change is rearing its head to destabilize natural rhythms or cycles. It’d be hard to go back in history and pick a period of time when things weren’t so combustible.

Your author believes gold and silver have never been better safe-haven investments. Inflation, world events, diversification

Friday, November 11, 2016

Gold, Miners Under Trump / Commodities / Gold and Silver Stocks 2016

By: Zeal_LLC

Donald Trump’s epic underdog victory climaxing the US presidential race was radically unexpected by the great majority of the world.  Equally if not more surprising was the subsequent days’ market reaction.  Stock markets, gold, and gold-mining stocks did exactly the opposite of what was universally forecast for a Trump win.  This has left contrarian traders wondering how gold and gold stocks will likely fare under Trump.

Personally I’m thrilled and filled with hope for America with Donald Trump being our next president!  We desperately needed someone to overthrow Washington’s stranglehold on our lives.  In both our monthly and weekly newsletters published before Trump’s apparent upset, I took the contrarian stance explaining why Trump had far greater odds of winning than widely assumed.  The stock markets predicted a Trump win too!

Friday, November 11, 2016

Japanese Tales of Common Insanity and Gold / Commodities / Gold and Silver 2016

By: Arkadiusz_Sieron

Einstein allegedly once claimed that insanity is doing the same thing over and over again and expecting different results. It turns out that central bankers are really insane. Their loose, unconventional monetary policy has not worked in Japan for the last quarter-century, but it did not prevent the Bank of Japan from adopting zero interest rates targets for ten-year Japanese government bonds and from the commitment from overshooting its inflation target. But let’s leave the analysis of the central bankers’ denial of reality to psychologists and focus on the short summary of the Japanese economy in the last quarter-century. Such an analysis would outline the necessary context for the examination of the relationship between the BoJ’s actions, the USD/JPY exchange rate and gold.

Thursday, November 10, 2016

Gold Just Waiting on the US Dollar / Commodities / Gold and Silver 2016

By: Gary_Savage

Gold is resisting the bounce in the dollar, as it has done in the past. Once the dollar is ready to roll over into an intermediate cycle low gold will be ready to fly.

Thursday, November 10, 2016

Uncertainty Drives Central Bank Gold Purchases / Commodities / Gold and Silver 2016

By: GoldCore

Dedollarization and Uncertainty drive Central Bank Demand for Gold

• Central banks added 81.7t to their gold reserves in the third quarter
• Total central banks purchases in the year-to-date reach 271.1t.
• Fellow-SCO member Kazakhstan and Belarus also had to holdings
• 90% of reserve managers intend to increase or maintain gold reserves.
• “The case for gold remains compelling for reserve managers” state WGC
• Unconventional monetary policies will underpin gold demand in coming years.

Thursday, November 10, 2016

Trump to Send Gold Price to $10,000 / Commodities / Gold and Silver 2016

By: Submissions

Trump is going to the White House…

Just as I called on ABC Australia two weeks ago.

Thursday, November 10, 2016

Trump Win Signals $1,500 Gold and $24 Silver, predicts Nick Barisheff / Commodities / Gold and Silver 2016

By: Nick_Barisheff

According to Nick Barisheff, President and CEO of Bullion Management Group Inc. (BMG), "A Trump US presidential victory signals US$1,500 an ounce for gold and US$24 for silver in the intermediate term."

"Trump voters have now injected an unprecedented level of uncertainty into global financial markets," continued Barisheff. "Investors prefer clarity, and until President-elect Trump fully clarifies his economic, trade and foreign policy positions, investors will be in a high-alert state of uncertainty. Roiling markets will compel investors to purchase safe-haven assets, especially precious metals."

Wednesday, November 09, 2016

Gold Surges 5% After America Votes Trump President / Commodities / Gold and Silver 2016

By: GoldCore

• Gold surged over 5% – from $1,270/oz to $1,335/oz prior to profit taking
• Gold jumped to its highest level in six weeks on early reports that Trump had won the race to the White House; Largest gains since Brexit shock
• For the next few days, we can expect to follow the “Brexit playbook”
• “We are looking at very real prospects that the Fed would defer that rate hike into 2017…”

Gold has surged more than 3% to over $1,300/oz today after the shock election of Donald J. Trump as the next President of the United States of America. At one stage gold was 5% higher having risen from $1,270/oz to $1,335/oz as the dollar and stocks globally saw sharp falls.

Wednesday, November 09, 2016

Uncertainty about OPEC and US Election Leads to Oil Price Drop / Commodities / Crude Oil

By: Jason_Hamlin

During the third quarter of 2016, global gold production dropped by 0.5%. Miners brought 846.8t onto the market versus 851.2t during Q3 of 2015. While this isn’t a huge decline, it marks the second consecutive quarter that gold production was down versus the previous year. The overall trend of plateauing output remains in place and has increased the odds that we are approaching, or have already reached, peak gold. The chart of annual mine production is shown below.

Tuesday, November 08, 2016

Credibility – Confidence – Chaos and GOLD! / Commodities / Gold and Silver 2016

By: DeviantInvestor

The corrupted Republican and Democratic parties in the U.S. have put forth two of the most despised candidates – ever. One candidate is probably more corrupt than LBJ and both parties are rapidly losing credibility. Ask yourself, does either party speak for anyone but the political and financial elite?

Tuesday, November 08, 2016

Uncertain US Election Outcome and Uncertainty After Bodes Well For Gold / Commodities / Gold and Silver 2016

By: GoldCore

• Polls suggest Clinton to win but as with Brexit is chance of surprise
• PredictWise gives Clinton an 89% chance of becoming President-elect, giving just Trump just an 11% chance.
• Gold price may move about 1.8% to 4% if result is uncertain
• Demand for gold and silver is up this week by a factor of 25 percent
• Sales of American Eagle gold coins have climbed 23%
• Gold to benefit from ‘Punch and Judy’ election

Tuesday, November 08, 2016

Silver's Roadmap / Commodities / Gold and Silver 2016

By: P_Radomski_CFA

History tends to repeat itself and the more similarities to a past pattern we have, the bigger likelihood that it will continue to repeat. The day-to-date price swings of silver may seem erratic, but from a broader point of view, they are repeating – to a great extent – the same pattern that we saw in the past. The most interesting thing is what followed that past pattern.

Sunday, November 06, 2016

Gold Stocks Proprietary Cycle Indicator Remains Down / Commodities / Gold and Silver 2016

By: The_Gold_Report

Technical analyst Jack Chan charts the latest movements in gold and silver, noting the markets will be volatile until the election is over.

Sunday, November 06, 2016

A Most Important Gold Ratio Chart… / Commodities / Gold and Silver 2016

By: Rambus_Chartology

Tonight is a good night to post one of the ratio combo charts we’ve been following for a very long time , which compares the TLT:GLD ratio to the GLD. Below the ratio chart is a ten year weekly bar chart for GLD. There are many ways to analyze a ratio combo chart like this which can help one look for the intermediate to longer term trends.