Commodities

Commodities are out of the starting gate…

Throughout the summer we’ve been banging the commodity drum as loudly as we can as regular readers will be aware.…

A Market Sniper Long/Short Commodity Trade Idea

  The Short end of the stick - Copper Trade idea hypothesis - Copper is a sell through to below…

Commodity prices remain robust yet share prices languish

The Goldman Sachs Commodity Index shown above is comprised of the principal physical commodities that are the subject of active,…

Iron ore & copper on divergent price paths

As global growth retreats, in particular in Asia, demand for commodities is also dropping creating a surplus that is pressuring…

China & commodities – brothers in arms?

The continued rising tension between China & Japan is weighing further on Chinese equities in particular with the index hovering…

BHP Billiton boss says that commodity prices have further to fall

The Chinese Shanghai Composite Index continued its precipitous decline yesterday, closing down over 1% at 2,065 - now 6% in…