A glance through the latest expert views and predictions about commodities with long aluminium / short silver seen as the trade for 2011 and updates on agricultural, bulk commodity and oil markets.
In the view of Barclays Capital any price dips in commodities are buying opportunities as underlying trends continue to support higher prices in the future.
Graincorp’s guidance for the coming year disappointed and has seen cuts to earnings estimates but brokers continue to view the stock positively.
Incitec Pivot beat market expectations with its FY10 profit result. Positive momentum in fertiliser markets plus improving seasonal conditions suggest further upgrades are possible.
A glance through the latest expert views and predictions about commodities, with reasons for optimism with respect to commodity prices but some cause for caution on silver.
A glance through the latest expert views and predictions about commodities with recent data positive for stronger oil and agricultural commodity prices and signs global coal markets remain tight.
China’s October CPI jump was the stand-out number amongst an otherwise relatively benign set of monthly data.
A glance through the latest expert views and predictions about commodities with potential impacts from commodity index fund re-weightings, Citi looking at how miners will use excess cash and UBS suggesting iron ore could stay stronger for longer.
A glance through the latest expert views and predictions about commodities, with October’s price gains expected to continue, reasons copper can continue to run and Credit Suisse’s order of preference among Oz iron ore and steel plays.
There are other factors impacting on prices for agri-commodities than USD and supply-demand, points out Ahead of the Herd’s Rick Mills.