Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Monday, October 08, 2012

Gold Price Set for Sharp Drop, Opportunity to Go Short / Commodities / Gold and Silver 2012

By: Clive_Maund

It has been widely assumed across the markets that the forces of deflation have been vanquished by the Fed's making it plain a couple of weeks ago that it is going to throw all of its firepower into the battle to defeat it. So let's make this as clear as possible - the forces of deflation will not be defeated by anything until they done their work of expunging the massive overhang of debt from the system. The Fed's latest stated policy is merely a display of desperation and a symptom of intellectual bankruptcy in that they seem to think that more of what created the problems in the first place is now going to somehow fix them. We are going into a depression anyway, and they have made it plain that for good measure they are going to destroy the currency into the bargain. In reality, all they are trying to do is buy as much time as possible - they know they are cornered and that the system is doomed and procrastination is all that is left to them.

Sunday, October 07, 2012

Financial Repression: Invisible Taxation, Surprise Inflation and Gold Confiscation? / Commodities / Gold and Silver 2012

By: DK_Matai

What is financial repression in a nutshell?  Financial repression is invisible taxation which erodes the purchasing power of individuals via inflation.  "By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens. By this method they not only confiscate, but they confiscate arbitrarily; and, while the process impoverishes many, it actually enriches some..." wrote Lord Keynes in The Economic Consequences of the Peace in 1919, in the aftermath of the Treaty of Versailles that followed the First World War and delivered "Carthaginian peace" sowing the seeds for the second global conflict within two decades.

Sunday, October 07, 2012

The Final Gold Price Run Trend Forecast / Commodities / Gold and Silver 2012

By: Darah_Bazargan

If ever an up-trending market is without a health restoring correction process, investors seemingly have leaned too far to the side of one bias. Generally the result is an ‘approaching top’. This might be the case now since Gold is contained within a sideways structure; a pattern that represents indecision and lack of direction. But under different circumstances, particular price behavior of this kind can presage a grimmer outcome.

Saturday, October 06, 2012

Hard Times For Vanity Tech Energy / Commodities / Energy Resources

By: Andrew_McKillop

STRESSFUL STRESS TESTS
The accident risk stress tests on European nuclear reactors, like the economic, financial and environmental stress tests on European biodiesel fuel production are delivering bad news for defenders and promoters of high cost vanity tech "solutions" to Europe's mostly imaginary energy problems. Upstream, these new hits are another blow to Europe's now creaky climate-energy policy and program package of 2008 - underlining yet again that this package is now badly in need of total reform or simply shredding.

Saturday, October 06, 2012

Gold Bull Market Opposing Forces / Commodities / Gold and Silver 2012

By: Clif_Droke

What accounts for gold's strong performance since the initial rebound in July? That's the question that many analysts are (belatedly) trying to answer. The first and most obvious answer is stimulus; specifically the stimulus provided by the world's leading central bank in the U.S. The Federal Reserve's latest bond-buying scheme known as QE3 is to date the biggest stimulus aid that has had an impact in boosting the gold price.

Saturday, October 06, 2012

Syrian Civil War Impact On Crude Oil / Commodities / Crude Oil

By: OilPrice_Com

There is a popular belief in the Middle East that Washington's foreign policy, particularly as it relates to this precarious region, is largely driven by America's dependency on, and insatiable appetite for Arab oil. One can make a good argument for that.

Had Syria been a major oil producing country chances are the US would have already dispatched military forces to impose a pax Americana and to put a stop to the horrific fighting that has been slowly, but without any doubt, ripping Syria apart and dismantling the infrastructures that make the Syrian state what it is today. Even if the war was to end today it would take years for Syria to return to its pre-war position from an economic and military perspective.

Saturday, October 06, 2012

Junior Mining Stocks Could Soon Outstrip the Senior Ones / Commodities / Gold and Silver 2012

By: P_Radomski_CFA

It would behoove those who still cling to a misguided faith in fiat currencies to pay close attention to what is happening in Iran. The rial swooned in a free fall as much as 18% on Monday to a record low against the US dollar. The collapse was so steep that Iranian currency websites blanked out the rate. The currency has reportedly lost 80% of its value since the end of 2011. It is literally getting to a point that it will not be worth the paper on which it is printed.

Friday, October 05, 2012

The Solar Silver Thrust, Soaring Demand from PV Panels / Commodities / Gold and Silver 2012

By: Jeff_Clark

Jeff Clark, BIG GOLD : In early July, Japan set a premium price for solar energy that was three times the rate of conventional power. This meant utility companies would be paid three times more for electricity sourced from solar. It's widely expected that the premium will ignite the use of solar power – and solar uses a lot of silver.

Friday, October 05, 2012

Fed QE and Gold & Silver Commodity Price Trends / Commodities / Gold and Silver 2012

By: Zeal_LLC

After the Federal Reserve launched QE3 last month, investors and speculators are growing excited about its future impact on gold and silver.  Though the Fed’s QE3 campaign started out relatively small, its open-ended nature is utterly unprecedented.  Thus an unknown amount of future inflation will be spawned.  Naturally gold and silver thrive in such environments, as they proved during QE1 and QE2.

Friday, October 05, 2012

Gold Price Technical Analysis and Trend Forecast 2012 / Commodities / Gold and Silver 2012

By: David_Petch

The following article was published for the benefit of subscribers on October 4th, 2012. This article is provides technical analysis for gold from many different perspectives. Other analysis posted over the past 12-15 months on the Internet can be viewed in site archives to follow trends of other markets we follow. The FED and other countries around the world are participating in an effort to rescue the global economy by creating money out of thin air, which really is credit. With the pattern that the Contracting Fibonacci Spiral is indicating, these balloons of liquidity the FED is blowing may turn out to be lead balloons...the US Dollar is set to decline, which in turn will inflate prices seen in the stock market, commodities and their related stocks. This price inflation is thought to be the issue that will cause markets to top out and cause a deflationary episode starting sometime beyond July 2013 and extending into late 2014...this is the thesis of our work, based upon discovery of the Contracting Fibonacci Spiral that broad market indices are currently in. I am working on a piece for Stocks and Commodities magazine that will hopefully discuss this theory at a level I have not yet presented. For gold bugs, expect a pause until no later than mid-November, followed by a very sharp price move in gold...

Friday, October 05, 2012

Crude Oil Fundamentals And Overpriced Oil / Commodities / Crude Oil

By: Andrew_McKillop

FUNDAMENTALS?
After another "severe correction" on 3 October, another magnificent dead tiger bounce in oil prices as traders decided the correction had been "overdone". The Syrian crisis is looking to spill over the Middle East, Iran bombing is back on the menu, US gasoline supplies are down a little due to a refinery fire - but above all the oil trading and financial community, and Big Energy need overpriced oil.

Friday, October 05, 2012

Gold "Decidedly Bullish", Targets $2400 by Mid-2013 / Commodities / Gold and Silver 2012

By: Adrian_Ash

WHOLESALE U.S. Dollar gold prices slipped 0.4% from new 11-month highs in London trade Friday morning, dipping beneath $1790 per ounce as European stock markets crept higher.

Wholesale silver bullion prices eased back below $35.00 per ounce – but also held 1.1% up for the week – as commodities held flat and major-economy government bonds ticked lower.

Friday, October 05, 2012

Gold Price Stance - Evidence of link between rising gold price and unravelling world economy / Commodities / Gold and Silver 2012

By: Brian_Bloom

Over the past few months I have been writing cautionary articles regarding the gold price. I have received so much “hate/derisory mail” in response to my last two articles – typically from people who have read them at a superficial level – that I concluded it will be constructive to clarify my assessment of the gold market in words that do not require anyone to read between the lines.

Thursday, October 04, 2012

Gold Hits New High for the Year, Breaching $1790 / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET prices to buy gold climbed to $1794 an ounce ahead of Thursday's US session, a new 2012 high, while stock markets were broadly flat and US Treasury bonds fell ahead of the publication of minutes from the latest Federal Reserve policy meeting.

"We are watching for a break to the upside through $1790 resistance, which will then target the all-time nominal high [at around $1920 per ounce]," say technical analysts at Scotiabank.

Thursday, October 04, 2012

Gold Edges Higher as China Challenges US Dollar Reserve Currency Status / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,786.50, EUR 1,380.92, and GBP 1,109.01 per ounce.
Yesterday’s AM fix was USD 1,777.25, EUR 1,374.73and GBP 1,102.38 per ounce.

Silver is trading at $35.08/oz, €27.13/oz and £21.84/oz. Platinum is trading at $1,707.00/oz, palladium at $664.50/oz and rhodium at $1,180/oz.

Thursday, October 04, 2012

Silvers Seasonal Price Swing / Commodities / Gold and Silver 2012

By: Anthony_David

It’s that time of the year again when it makes perfect sense to invest in silver. Based on data compiled over the last 20 years, silver prices are known to peak during April-May and then again towards the end of the year. Between May and October, silver prices reach a low and then plateau out. The price of silver has grown from around USD 3.66 per ounce in early January 1993 to a high of USD 48.7 per ounce in April 2011—an amazing increase of 1230%.

Thursday, October 04, 2012

ECB Confidence Game, Gold Stocks Roller Coaster / Commodities / Gold & Silver Stocks

By: HRA_Advisory

Did we tell you or did we tell you? It’s a bit premature to claim bragging rights but the Junior market has been trading exactly how we hoped it would.  Ben Bernanke delivered the early Christmas presents gold bugs were dreaming of and the market tenor looks better than it has for a year.

The operative word is still “better”, not “great”.   The increase in volume in the Juniors is gratifying but still not enough.   It will take higher volumes still to keep a rally alive through to year end. 

Wednesday, October 03, 2012

So, Who's Been Bidding Gold Price Higher? / Commodities / Gold and Silver 2012

By: Adrian_Ash

A unique, innovative tool for seeing just what private investors are doing in gold...

Gold was up, up and away in September. But who was doing the buying?

New data we released today here at BullionVault show that private households across Western Europe and the US continue to join the bull market. But their response to QE3 and the latest phase of the Eurozone crisis is more measured - you might even say complacent - than the recent price action alone suggests.

Wednesday, October 03, 2012

Everyone Needs to Own Gold as Spain Denies Bailout / Commodities / Gold and Silver 2012

By: Ben_Traynor

SPOT MARKET gold prices rallied to $1781 per ounce ahead of Wednesday's US session, recovering from slight losses earlier in the day to stay in line with recent trading, while stock markets were broadly flat and the Euro reversed earlier gains, as analysts speculated on when and whether Spain will request a bailout.

Wednesday, October 03, 2012

'Mugabenomics' From Zimbabwe To The UK - "Gold Is Good" / Commodities / Gold and Silver 2012

By: GoldCore

Today’s AM fix was USD 1,777.25, EUR 1,374.73, and GBP 1,102.38 per ounce.
Yesterday’s AM fix was USD 1,778.50, EUR 1,377.19 and GBP 1,100.56 per ounce.

Silver is trading at $34.83/oz, €27.08/oz and £21.71/oz. Platinum is trading at $1,688.00/oz, palladium at $651.30/oz and rhodium at $1,150/oz.