Analysis Topic: Commodity Markets - Metals, Softs & Oils

The analysis published under this topic are as follows.

Friday, July 30, 2010

European Banks Lent Their Customer's Gold to the BIS / Commodities / Gold and Silver 2010

By: Jesse

Although it does not appear until almost the end of this article in the Financial Times, BIS Gold Swaps Mystery Unravelled, the source of the gold provided in the dollar swaps with BIS is coming from customers of about 10 European banks who are holding their gold at the banks in 'unallocated accounts.'

Friday, July 30, 2010

More Quantitative Easing Will Threaten the Dollar and Western Economies / Commodities / Gold and Silver 2010

By: Julian_DW_Phillips

The U.S. economy can, at best, be described as in an "L"-shaped recovery. It is anemic, faced with unyieldingly high unemployment and overburdened with debt, but worst of all, the average consumer that has little to no confidence in the economy or housing for the next couple of years.

Friday, July 30, 2010

Platinum and Gold Price Trend Relationship Analysis / Commodities / Platinum

By: Zeal_LLC

Platinum and gold, how much of a relationship do these metals really have?  Gold has been the talk of the town lately, a growingly-popular safe haven in these wild economic times.  But platinum, one hardly hears of this metal.  Guys like me who have wives with high-end jewelry taste certainly know about platinum, and car buffs are familiar with its use in catalytic converters.  But with the average investor knowing very little about this metal, is it even on the same playing field as gold?

Friday, July 30, 2010

The Agricultural Sector is Heating Up, Big Gains in Grains / Commodities / Agricultural Commodities

By: Sean_Brodrick

The agricultural sector is heating up again. Sugar is leading the way, but grains are doing well, too, on expectations of bigger imports in China and bad harvests in some of the world’s grain baskets. You can play this move and make a bet on sugar, soybeans, corn, wheat and more. And you don’t have to trade futures to do it.

Friday, July 30, 2010

Investors Profit From the Cap-and-Trade Charade / Commodities / Investing 2010

By: Money_Morning

Martin Hutchinson writes: When U.S. Sen. Harry Reid, D-NV, last week disclosed that the so-called "cap-and-trade" energy proposal that passed the U.S. House of Representatives last year would not be taken up by the Senate, climate-bill proponents were deeply dismayed.

Indeed, Financial Times columnist Clive Crook even said that the United States "has let the world down on climate."

Thursday, July 29, 2010

You’ll Hate Your Gold So Much You’ll Want to Spit On It / Commodities / Gold and Silver 2010

By: Mac_Slavo

There’s been lots of talk about the “gold bubble,” especially from mainstream talking heads and analysts who prefer paper over real money. In January 2010, financier George Soros was quoted as saying “the ultimate asset bubble is gold,” and this really got the financial news wires going.

Thursday, July 29, 2010

Gold Promises and Currency Lies / Commodities / Gold and Silver 2010

By: Midas_Letter

The signals emanating from the global economic matrix that can be considered realistic, unbiased and leading indicate strongly that we’re edging closer to another brink of some sort. Nobody can see over the edge, but if the last cataract shot by our collective connected market kayak is anything to go by, the Eskimo roll escape afforded by government counterfeiting (oops…I mean ‘stimulus’) is not likely to deliver us to any safe harbor.

Thursday, July 29, 2010

Gold Weak Rally Fades Despite Indian and Chinese Buying / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD reversed a 1.0% rally Thursday lunchtime in London, dropping back to $1161 an ounce as European equities rose, commodity markets trod water, and the US Dollar slipped to new multi-month lows.

Silver prices struggled above $17.50 an ounce and US Treasury bonds also slipped, nudging the 10-year yield back up to 3.00%.

Thursday, July 29, 2010

Is the Future of U.S. Oil Really Secure? / Commodities / Crude Oil

By: Marin_Katusa

Marin Katusa, Chief Energy Strategist, Casey Energy Report writes: Two words that any oil company dreads to hear are “export duty.” Especially if the word “increases” or “introduced” is floating around there too.

So when Kazakhstan introduced an oil export duty to meet shortfalls in the national budget, the mood wasn’t exactly jovial.

Thursday, July 29, 2010

Unorthodox Leverage Ideas for Gold and Silver / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

Leverage is a very natural part of a great number of traditional investment options.  Real estate investing is nearly dependent on leverage; stock traders have up to two times leverage through their brokerage accounts, futures traders are naturally highly leveraged, and currency traders use the most extreme leverage of any investor.  So where does this leave the market for physical metals?

Thursday, July 29, 2010

For the Fed, Inflation is a Positive for Gold and Silver / Commodities / Gold and Silver 2010

By: Dr_Jeff_Lewis

The Federal Reserve is down on its luck.  It struck out with near-zero interest rates, gargantuan monetary policy measures, and particularly quantitative easing programs – which all have failed to fire.  Now the public is wondering why the Reserve did anything at all.  The state of the nation, it seems, is just as poor as it was some many months ago.

Wednesday, July 28, 2010

Putting Money on the Junior Gold Miners / Commodities / Gold & Silver Stocks

By: The_Gold_Report

Equities and Economics Report writer Victor Gonçalves, in this exclusive interview with The Gold Report, says the yellow metal is in its typical summer lull and will generally see more strength than weakness this year. He's enthusiastic about some undervalued juniors, saying good management is what makes or breaks these companies.

Wednesday, July 28, 2010

Gold GLD ETF Eyeing 200-Day Moving Average / Commodities / Gold and Silver 2010

By: Mike_Paulenoff

In our Webinar last night, we discussed gold and the SPDR Gold Shares (NYSE: GLD), which has been a liquidating market. The GLD closed at 113.50 off a low of 113.21, and the 200-day moving average is 112.06.

Wednesday, July 28, 2010

Gold Bull Market Long Way from Losing Both Arms and Legs / Commodities / Gold and Silver 2010

By: Adrian_Ash

WHATEVER FORCE you spy behind this week's swoon in gold prices to $1160 per ounce and lower, 'tis but a scratch – a flesh wound – so far.
 
"I've had worse!" as Monty Python's Black Knight says.

Wednesday, July 28, 2010

Gold Falling to 200 Day Moving Average in Major Currencies / Commodities / Gold and Silver 2010

By: GoldCore

Gold had recovered slightly today from yesterdays 2% sell off to 3 month lows before incurring slight losses in late European trading. Gold is now down nearly 10% from its recent nominal highs ($1,258/oz) and the continuing sell off is due to increased risk appetite due to the decline in banking sector and sovereign debt risk. Yesterday’s sell off was also technical nature as gold fell below the 100 day moving average and triggered large sell stop orders around the $1,176/oz level. This may have exacerbated the sell off and resulted in the sharp falls to the intraday price low of $1,156/oz.

Wednesday, July 28, 2010

Gold Price Falls to 3 Month Low / Commodities / Gold and Silver 2010

By: Adrian_Ash

THE PRICE OF GOLD held near 3-month lows against all the world's major currencies on Wednesday in London, recovering little of yesterday's 2.2% drop.

Soft commodities and base metals rallied from their sell-off, but silver prices held at a 3-session low almost 4% beneath Tuesday's start, while an early gain faded in European stock markets.

Wednesday, July 28, 2010

Gold Counting Down to Assault on $1300 / Commodities / Gold and Silver 2010

By: Bob_Kirtley

Sam Kirtley writes: We remain convinced that gold has yet to make its high for the year, and expect an assault on $1300 to begin in about a month from now.

Despite our bullishness, we are not convinced that buying more call options on gold is the right move for now, since we expect action to the upside to be fairly limited over the next few weeks.

Wednesday, July 28, 2010

Crude Oil Prices Below $80 On Sluggish Demand / Commodities / Crude Oil

By: LiveCharts

Oil prices are hovering just below $80 per barrel, at around $79 for September crude delivery in Tuesday’s (July 27) early New York Mercantile Exchange trade.  Still moving in sync with equities in the big picture, the price of oil is limited by continued reports of sluggish crude demand levels in the US.

Wednesday, July 28, 2010

Stock Market Trend Implications For Gold and Silver / Commodities / Gold and Silver 2010

By: Przemyslaw_Radomski

In our previous essay entitled Dollar's Never-Ending Plunge and Its Golden Consequence we have analyzed the current situation in the USD Index and its possible influence on the prices of gold, silver and mining stocks (generally we were bearish on gold). We have also provided our thoughts related to one of the questions that we've received from our Subscribers.

Tuesday, July 27, 2010

Gold Technicals / Commodities / Gold and Silver 2010

By: Guy_Lerner

This will be a comprehensive review of gold technicals utilizing the SPDR Gold Trust (symbol: GLD).

Figure 1 is a weekly chart of GLD with key pivot points. As we know, key pivot points are the most important areas of support (buying) and resistance (selling). With today's sell - off, GLD is below support levels at 115.07. Old support becomes new resistance. Support can be found at the 40 week moving average or more likely at the next levels of key pivot support at 108.5.