commodities

QE is, in fact, a ‘crop failure’ for the dollar. The Fed’s shifting of securities out of the economy and replacing them with clearing balances removes interest income. And the lower rates from Fed policy also reduces interest paid to the…

A fall in commodity prices increases the potential for financial market disruption and non-performing loan problems in China.

As workers continue to battle with the crippled Fukushima Daiichi Nuclear Plant, more impacts from the worst nuclear disaster since Chernobyl are starting to arise. The latest impact will hit car manufacturers, with plants in central Japan…

You have strong growth in emerging markets offset by weaker growth in the developed economies. Who wins this battle? For now, EM is winning and that is bullish for commodities over the near-term.

Dollar selling resumes as equities and commodities recover after US employment report Euro moves back near $1.44 after EU officials discussed further aid to Greece Dollar likely to remain on back foot this week; Growth currencies likely…

Dollar pares back some of its gains ahead of NFP; risk appetite marginally improves NFP is likely to surprise to the downside but a “big miss” needed for a large market move Commodity currencies remain in focus; RBA signals potential rate…

"I hope that silver goes down for a while because it was turning into a parabolic move, every parabolic move ends badly, I hope that silver and all commodities continue to go up with normal corrections along the way and in 5 or 10 years,…

(Hat tip Business Insider for the video and Conor Sen for the connection). Gee Wally, I wonder if speculation had anything to do with it.

Recent data suggest we are at the point where energy prices are creating demand destruction. Economic growth has slowed to below 2.% in the US. Further, ISM data suggest that companies are at the breaking point in their ability to absorb…

A year later, the waters are still murky, but a few things are starting to become clear. For energy investors, the most important aspect of the disaster was the moratorium on deepwater drilling in the Gulf. That ban was lifted in late…