A glance through the latest expert views and predictions about commodities with updated outlooks for the coming months, some preferred exposures to the commodity sector and the link between the euro and commodity prices.
FXCM analyst Jamie Saettele believes crude oil price action is “bearish”.
One broker warns expectations of a rally in the uranium price might be founded but premature.
The surge in the cost of aluminium production is forcing smelter closures across the globe. Barclays Capital discusses aluminium price implications.
Christopher Vecchio, Currency Analyst FXCM, explains what is moving the price of gold.
Much has been said about the Baltic Dry Index and its implications of late, but this forward indicator lost its credibility long ago.
Barclays Capital sees limited downside for base metal prices in 2012, with upside potential appearing albeit dependent on this year’s headlines.
While spot activity remains thin, 2012 uranium action sees interest returning in longer dates.
Michael Boutros, Currency Strategist at FXCM, observes present market dynamics for gold are both positive and negative. Will the USD correlation determine the outcome?
While conditions in global markets remain mixed, steel industry consultant MEPS expects an upturn in steel prices in 2012.