A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.
A glance through the latest expert views and predictions about commodities with updates to commodity price forecasts, views on copper, nickel, platinum and oil and a look at Europe’s influence on demand and valuation measures.
The sub-US$50 level for spot uranium has finally sparked some buying interest in a thin market.
Cables obtained by Wikileaks have revealed China’s intentions with regard to gold and the world’s reserve currency.
Central banks across the globe are looking to to diversify away from the dodgy greenback.
No sign of a cavalry under US$50/lb as spot uranium continues to slide.
Market analysts at FXCM remain “cautiously bearish” on gold.
QE3 is not yet off the agenda and the EFSF is looking more and more in doubt, suggesting gold should remain underpinned.
A glance through the latest expert views and predictions about commodities with upgrades to gold price forecasts, reviews of bulk markets, plus more.
The price of Brent crude should now ease if Libyan production is restored, shouldn’t it?