commodities

Andy Lees of UBS's London-based Equity Derivatives group had an interesting post this morning on the push in China to maintain sufficient energy resources in order to maintain economic growth. He writes: Yesterday China gave the…

by Win Thin Saudi Oil Minister Al-Naimi said that crude oil prices between $70-80 per barrel are “appropriate.”  OPEC Secretary-General el-Badri said his group would add oil output in the event of any supply disruptions, pledging…

Marshall Auerback spoke to BNN's Squeeze Play about the civil unrest in Egypt and what the unrest means for financial markets and the global economy. The most obvious global implications regard the potential for civil unrest elsewhere and…

Nomura's Bob Janjuah was on Bloomberg Television's "Inside Track" with Erik Schatzker this morning, discussing his outlook as well as the crises in the U.S. and Europe. He opened the session by saying he is tactically bearish over…

From today's Breakfast with Dave research note at Gluskin Sheff (highlighting added): An energy policy that truly removes U.S. dependence on foreign oil (shale case, coal, nuclear). A complete rewrite of the tax code that promotes…

By David Galland One of the memes among the sound-money community is that one day things will get so bad that the public will come to its senses and throw the bums out, and then things will get better. Recently I came across an article by…

On the back of 10+% growth in 2010, it is now apparent that China has a burgeoning inflation problem. A whole confluence of factors may come into play here. A labour shortage in China, food price inflation, and out of control money supply…

by Marc Chandler Through the Middle East, Tunisia's recent experience is prompting policy responses. Officials seem concerned that the ease at which the Tunisia's government was toppled could embolden the disenchanted elsewhere. High…

By Jeff Clark, BIG GOLD One of the cheapest ways to buy and store physical gold and silver is with unallocated (or pool) storage. With unallocated storage, a dealer holds metal that is owned by its customers, but without identifying any…