Opalesque Commodities Briefing » Index http://www.opalesque.com/Commodities_Briefing Wed, 30 Nov 2016 00:03:38 +0000 http://wordpress.org/?v=2.5.1 en Index Funds, Quants and Hedging http://www.opalesque.com/Commodities_Briefing/?p=144531 http://www.opalesque.com/Commodities_Briefing/?p=144531#comments Tue, 29 Nov 2016 01:14:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144531 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144531>Article Link</a> The consensus that Index Funds Are Good is pretty universal, but also kind of boring. It turns out that the right way to invest is to … do nothing? To do exactly what everyone else does? To just stop paying attention? Indexing is low on action, low on personality, low on fees, low on excitement. It is good for you, but a bit bland. (more…)

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Copper MMI: Bull Market Around the Corner? http://www.opalesque.com/Commodities_Briefing/?p=144234 http://www.opalesque.com/Commodities_Briefing/?p=144234#comments Tue, 08 Nov 2016 23:09:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144234 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144234>Article Link</a> Our Copper MMI held steady at 61 points in October. At first glance, it might appear that there is nothing bullish about that. Markets remain in surplus due to producers’ unwillingness to cut capacity. (more…)

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RBA commodities index lifts sharply http://www.opalesque.com/Commodities_Briefing/?p=144161 http://www.opalesque.com/Commodities_Briefing/?p=144161#comments Tue, 01 Nov 2016 23:23:12 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144161 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144161>Article Link</a> The Reserve Bank’s index of commodity prices is up by the biggest monthly margin since April 2010, on a foreign currency basis. The 9.5 per cent rise in October was driven mainly by the higher price of coking coal, but both base metals and rural commodities were up on average in the month as well. (more…)

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Why the Commodity Boom of the 2000s Is About to Make Comeback (and How to Play it) http://www.opalesque.com/Commodities_Briefing/?p=144138 http://www.opalesque.com/Commodities_Briefing/?p=144138#comments Tue, 01 Nov 2016 00:36:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=144138 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=144138>Article Link</a> It has been an excellent year for most commodities: WTI oil prices are up 31%, Henry Hub natural gas is up 32%, gold is up 19%, and the RBC Commodity Index (which contains a basket of 24 commodities) was up 23% year-to-date at the end of September. (more…)

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Commodities push China’s PPI up http://www.opalesque.com/Commodities_Briefing/?p=143920 http://www.opalesque.com/Commodities_Briefing/?p=143920#comments Sun, 16 Oct 2016 22:25:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143920 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143920>Article Link</a> China’s producer price index (PPI) rose in September for the first time in nearly five years, led by a recovery in demand and the recent rebound of commodity prices. But the figure doesn’t necessarily herald an uptick in domestic economy, as China is still confronted with overcapacity in the manufacturing sector, experts warned. (more…)

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Commodities stumble, but still on track for first yearly gain since 2010 http://www.opalesque.com/Commodities_Briefing/?p=143704 http://www.opalesque.com/Commodities_Briefing/?p=143704#comments Mon, 03 Oct 2016 01:38:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143704 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143704>Article Link</a> Lean hogs, soybeans and crude oil all lost ground in the third quarter, but the commodities market held its grip on the first yearly gain since 2010. Commodities typically underperform in the third quarter, but they logged their strongest third quarter since 2013, analysts at Citi Research said in a recent note. (more…)

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Global economic growth ‘sliding back into the morass’ http://www.opalesque.com/Commodities_Briefing/?p=143690 http://www.opalesque.com/Commodities_Briefing/?p=143690#comments Mon, 03 Oct 2016 01:34:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143690 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143690>Article Link</a> Index reinforces fears of economic weakness amid popular discontent and a backlash against openness. The global economy is faltering again with growth rates “sliding back into the morass [they have] been stuck in for some time”, according to the Brookings Institution-Financial Times tracking index. (more…)

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Buy, Hold & Lose: How a Commodities Roll Undercuts Investors http://www.opalesque.com/Commodities_Briefing/?p=143580 http://www.opalesque.com/Commodities_Briefing/?p=143580#comments Thu, 22 Sep 2016 22:53:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143580 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143580>Article Link</a> Investors in commodity index funds are coming up short in 2016, even after rallies in more than a dozen raw materials, including sugar, gold and soybeans. While spot prices tracked by the Bloomberg Commodity Index are up 16 percent this year, the total return for funds linked to the gauge was about half that amount, data compiled by Bloomberg show. (more…)

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Commodities Seen Ending With Whimper After World-Beating Rally http://www.opalesque.com/Commodities_Briefing/?p=143496 http://www.opalesque.com/Commodities_Briefing/?p=143496#comments Fri, 16 Sep 2016 01:02:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143496 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143496>Article Link</a> For commodities, 2016 started with a bang. If history is any guide, it will end with a whimper. The Bloomberg Commodity Index, tracking returns for 22 components, is heading for a third-quarter slump after posting consecutive gains in the first two periods. Since the data begins in 1991, that’s only happened in four other years — and the final quarter was a loser for three of them. (more…)

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Copper MMI Takes a Dip in September; No Surprise http://www.opalesque.com/Commodities_Briefing/?p=143443 http://www.opalesque.com/Commodities_Briefing/?p=143443#comments Wed, 14 Sep 2016 01:38:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143443 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143443>Article Link</a> Our Copper MMI fell 5% during the month of August. The price drop is no surprise. Copper has struggled near $5,000 per metric ton multiple times this year and as we pointed out last month, buyers could expect prices to retrace in August. (more…)

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Commodities Declined in August, Led Lower by Agriculture and Metals http://www.opalesque.com/Commodities_Briefing/?p=143436 http://www.opalesque.com/Commodities_Briefing/?p=143436#comments Tue, 13 Sep 2016 00:45:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=143436 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=143436>Article Link</a> Commodities declined in August, largely driven by supply fundamentals and evolving macroeconomic headlines, according to Credit Suisse Asset Management. The Bloomberg Commodity Index Total Return performance was negative for the month, with 14 out of 22 Index constituents posting losses. (more…)

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Baltic index down as rates for large vessels stay weak http://www.opalesque.com/Commodities_Briefing/?p=142741 http://www.opalesque.com/Commodities_Briefing/?p=142741#comments Wed, 27 Jul 2016 23:36:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142741 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142741>Article Link</a> The Baltic Exchange’s main sea freight index, tracking rates for ships carrying dry bulk commodities, fell on Wednesday on weaker rates for larger vessels and supramaxes. (more…)

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Options On ETFs Or Indexes? http://www.opalesque.com/Commodities_Briefing/?p=142644 http://www.opalesque.com/Commodities_Briefing/?p=142644#comments Fri, 22 Jul 2016 01:26:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142644 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142644>Article Link</a> For investors and advisors looking to hedge market risk, generate a little extra income or boost growth, options on indexes are a great solution. But which instrument is the right one to use—index options or options on index ETFs? Since the S&P 500 Index (ticker SPX) is widely regarded as the leading benchmark of the overall U.S. stock market, let’s look at options on SPX—an index—and those on the SPDR S&P 500 ETF, an ETF that tracks the index. (more…)

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Leading index reveals commodity price burden is easing, says Westpac http://www.opalesque.com/Commodities_Briefing/?p=142214 http://www.opalesque.com/Commodities_Briefing/?p=142214#comments Thu, 23 Jun 2016 01:51:10 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142214 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142214>Article Link</a> While the Australian economy still appears set for more sub-trend growth, a survey has found that sentiment improved in May as the commodity price burden began to ease. (more…)

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Baltic index continues to fall on lower capesize demand http://www.opalesque.com/Commodities_Briefing/?p=142155 http://www.opalesque.com/Commodities_Briefing/?p=142155#comments Tue, 21 Jun 2016 01:27:02 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142155 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142155>Article Link</a> The Baltic Exchange’s main sea freight index, tracking rates for ships carrying dry bulk commodities, continued its fall Monday on weaker demand for capesize vessels. The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, was down 5 points, or 0.85 percent, at 582 points. (more…)

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Multi-asset managers turn to passives for commodity exposure http://www.opalesque.com/Commodities_Briefing/?p=142107 http://www.opalesque.com/Commodities_Briefing/?p=142107#comments Thu, 16 Jun 2016 00:53:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142107 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142107>Article Link</a> Multi-managers hoping to take advantage of the recent commodities bull run and rebuild their exposure have been forced to allocate to passive vehicles, as many active equity fund managers are holding “material underweights” to the unloved energy and mining sectors. (more…)

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Commodities Slightly Decreased in May due to Fundamental Factors http://www.opalesque.com/Commodities_Briefing/?p=142024 http://www.opalesque.com/Commodities_Briefing/?p=142024#comments Fri, 10 Jun 2016 01:25:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142024 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142024>Article Link</a> Commodities slightly decreased in May, driven by supply factors and macroeconomic events, according to Credit Suisse Asset Management. The Bloomberg Commodity Index Total Return performance was slightly negative for the month, with 11 out of 22 Index constituents posting losses. (more…)

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Commodities Rally Looks Strong and Broad on the Charts http://www.opalesque.com/Commodities_Briefing/?p=142002 http://www.opalesque.com/Commodities_Briefing/?p=142002#comments Thu, 09 Jun 2016 01:27:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=142002 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=142002>Article Link</a> It’s not just gold and oil: Agricultural products are on the rise. Even Deere and DuPont are up. Not many individual investors have experienced trading in the commodities pits, but they should pay attention to what is happening there right now. Commodities from sugar to soybeans look quite strong, and that is giving commodities-related stocks a boost, too. (more…)

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Commodities are the best performing asset class. http://www.opalesque.com/Commodities_Briefing/?p=141958 http://www.opalesque.com/Commodities_Briefing/?p=141958#comments Tue, 07 Jun 2016 01:16:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141958 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141958>Article Link</a> After years of disappointment, evidence that some investors are again seeking broad exposure. Here’s an unfamiliar phrase: commodities are the best performing asset class. Yes, it’s true. In the year 2016, total returns from the Bloomberg Commodity Index are over 11 per cent. Compare that to global bonds, at about 6 per cent, and global equities at just over 2 per cent. (more…)

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Metals on a back footing as Chinese PMI data disappoints http://www.opalesque.com/Commodities_Briefing/?p=141878 http://www.opalesque.com/Commodities_Briefing/?p=141878#comments Thu, 02 Jun 2016 01:25:56 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141878 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141878>Article Link</a> The base metals remain in consolidation mode, the corrections seen in May have for the most part halted for now, but rebounds are struggling to hold on to gains. It appears that there is both bargain hunting and selling into strength going on. (more…)

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Gold: What Is It Good For? Absolute Value Or Absolutely Nothing? http://www.opalesque.com/Commodities_Briefing/?p=141865 http://www.opalesque.com/Commodities_Briefing/?p=141865#comments Wed, 01 Jun 2016 01:50:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141865 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141865>Article Link</a> Gold bullion is up 15% so far in 2016. This rise is particularly interesting when you consider that the derivatives of gold, such as gold and silver mining companies, have bounced off of even deeper lows than the metals far more aggressively. (more…)

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Global hedge funds recover in April on resurging energy commodities http://www.opalesque.com/Commodities_Briefing/?p=141432 http://www.opalesque.com/Commodities_Briefing/?p=141432#comments Thu, 05 May 2016 01:21:32 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141432 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141432>Article Link</a> Global hedge funds recovered in April with the HFRX Global Hedge Fund Index gaining +0.41% last month (-1.47% YTD), while the HFRX Market Directional Index gained +5.31% during the same period (-1.58% YTD) on resurgent energy and commodities. (more…)

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Commodities are roaring back http://www.opalesque.com/Commodities_Briefing/?p=141424 http://www.opalesque.com/Commodities_Briefing/?p=141424#comments Wed, 04 May 2016 01:04:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141424 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141424>Article Link</a> Bloomberg Commodity Index (BCOM) April 2016: Commodities are roaring back and investors are taking note. Soybeans entered a bull market on bad weather in South America. Silver prices have rallied more than any other metal this year after three straight annual losses. (more…)

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Commodities rally in April, but will it last? http://www.opalesque.com/Commodities_Briefing/?p=141404 http://www.opalesque.com/Commodities_Briefing/?p=141404#comments Wed, 04 May 2016 00:59:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141404 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141404>Article Link</a> The S&P Goldman Sachs Commodity Index (GSCI) recorded its best performing month for a year and the second best April on record. The index is up 15.5% since 29th February 2016, marking the biggest consecutive two months in almost seven years since May-June 2009 when it gained 20.4%. (more…)

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Commodities return to their winning ways as global gluts wane http://www.opalesque.com/Commodities_Briefing/?p=141376 http://www.opalesque.com/Commodities_Briefing/?p=141376#comments Mon, 02 May 2016 01:37:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141376 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141376>Article Link</a> The global gluts that have plagued markets from crude oil to zinc are finally starting to subside, sending commodities to their biggest monthly gain since December 2010. The Bloomberg Commodity Index, a measure of returns for 22 components, climbed as much as 1.1% on Friday to the highest since November. (more…)

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Commodities Increased in March due to Positive Fundamental Factors http://www.opalesque.com/Commodities_Briefing/?p=141078 http://www.opalesque.com/Commodities_Briefing/?p=141078#comments Wed, 13 Apr 2016 01:45:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141078 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141078>Article Link</a> Commodities increased in March, largely driven by decreasing supply expectations and weather fundamentals supporting the energy and agriculture sectors, according to Credit Suisse Asset Management. The Bloomberg Commodity Index Total Return performance was positive for the month, with 17 out of 22 Index constituents posting gains. (more…)

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Kiwi commodities slip in March as dairy sours http://www.opalesque.com/Commodities_Briefing/?p=140978 http://www.opalesque.com/Commodities_Briefing/?p=140978#comments Wed, 06 Apr 2016 01:39:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140978 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140978>Article Link</a> After flirting with recovery in February, New Zealand’s commodities sector took a tumble last month as dairy prices fell further. The basket of commodities tracked by ANZ fell 1.3 per cent in March in US dollar terms, taking a turn for the worse following revised growth of 0.5 per cent in February, adjusted from 0.4 per cent. (more…)

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Baltic index rises on steady rates for capesizes, panamaxes http://www.opalesque.com/Commodities_Briefing/?p=140959 http://www.opalesque.com/Commodities_Briefing/?p=140959#comments Wed, 06 Apr 2016 01:34:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140959 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140959>Article Link</a> The Baltic Exchange’s main sea freight index, tracking rates for ships carrying dry bulk commodities, rose on Tuesday, helped by firmer rates for bigger vessels. The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, rose 16 points or 3.4 percent to 487 points. (more…)

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Funds Look For a Bottom In Commodity Prices: Scotiabank http://www.opalesque.com/Commodities_Briefing/?p=140869 http://www.opalesque.com/Commodities_Briefing/?p=140869#comments Wed, 30 Mar 2016 00:25:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140869 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140869>Article Link</a> Scotiabank’s Commodity Price Index edged down in February by -0.3% m/m (-25.0% yr/yr) — the fourth consecutive monthly decline — but is expected to rally significantly in March. Commodity prices have rebounded across a broad front since mid-February amid some easing in concern over the outlook for China’s economy and a weaker U.S. dollar. (more…)

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Commodity Crisis Eats into Global Capex http://www.opalesque.com/Commodities_Briefing/?p=140745 http://www.opalesque.com/Commodities_Briefing/?p=140745#comments Fri, 18 Mar 2016 01:15:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140745 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140745>Article Link</a> The global slump in commodity prices that has seen the benchmark Goldman Sachs Commodity index slump by around 50% over the past 20 months, has already claimed victims in the form of jobs and dividend cuts, profit warnings and credit rating downgrades. (more…)

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Commodity prices edge up in Feb http://www.opalesque.com/Commodities_Briefing/?p=140490 http://www.opalesque.com/Commodities_Briefing/?p=140490#comments Wed, 02 Mar 2016 01:26:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140490 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140490>Article Link</a> The decline in Australia’s export commodity prices was interrupted in February. Commodity prices rose by 1.2 per cent in foreign currency terms in the month, figures from the Reserve Bank of Australia show. The increase in February was driven by gold and iron ore prices, although base metals and rural goods also rose in February, the RBA said. (more…)

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Here’s the problem with index ETFs http://www.opalesque.com/Commodities_Briefing/?p=140476 http://www.opalesque.com/Commodities_Briefing/?p=140476#comments Wed, 02 Mar 2016 01:23:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140476 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140476>Article Link</a> Index ETFs have grown in popularity as a play for diversification and dollar-cost averaging. But are they really a safe and smart way to invest? I looked back over the last 23 years and found out it can vary — and it’s important to know why. (more…)

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Baltic index slips further, hits new record low http://www.opalesque.com/Commodities_Briefing/?p=140200 http://www.opalesque.com/Commodities_Briefing/?p=140200#comments Thu, 11 Feb 2016 00:53:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140200 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140200>Article Link</a> The Baltic Exchange’s main sea freight index, tracking rates for ships carrying dry bulk commodities, extended its record decline for the 12th straight session on Wednesday due to concerns about demand. The Baltic dry index is down about 98 percent from its peak of 11,793 points in May 2008, marking the lowest level since the records began in 1985. (more…)

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Why January’s Commodity Performance Is Promising http://www.opalesque.com/Commodities_Briefing/?p=140081 http://www.opalesque.com/Commodities_Briefing/?p=140081#comments Wed, 03 Feb 2016 00:43:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140081 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140081>Article Link</a> Considering commodities were on pace to set the worst January since 1975 at one point, down 14.3% by January 20, the final monthly loss of just 5.2% is impressive. The S&P GSCI Total Return rebounded 10.6%, with nine of the twenty-four commodities posting gains for the month. (more…)

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New Zealand Commodity Prices Fall For Third Month http://www.opalesque.com/Commodities_Briefing/?p=140079 http://www.opalesque.com/Commodities_Briefing/?p=140079#comments Wed, 03 Feb 2016 00:42:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140079 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140079>Article Link</a> New Zealand’s commodity prices decreased for the third consecutive month in January, the results of a survey by ANZ showed Tuesday. The ANZ commodity price index dropped 2.3 percent month-over-month in January, which was worse than the 1.8 percent fall in December. The survey showed that prices were stable-to-better for nine of the 17 commodities monitored in January, with eight declining. (more…)

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Australia’s commodity price index is at a decade low http://www.opalesque.com/Commodities_Briefing/?p=140059 http://www.opalesque.com/Commodities_Briefing/?p=140059#comments Tue, 02 Feb 2016 00:19:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140059 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140059>Article Link</a> Prices for Australia’s key commodity exports continued to tumble in January. The latest commodity price index from the Reserve Bank of Australia fell by 2.9% in special drawing rights terms (SDR), largely in response to weakness in iron ore and oil prices. (more…)

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Commodity Returns Fall to Lowest Since at Least 1991 on Oil Rout http://www.opalesque.com/Commodities_Briefing/?p=139772 http://www.opalesque.com/Commodities_Briefing/?p=139772#comments Wed, 13 Jan 2016 01:12:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139772 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139772>Article Link</a> A gauge of returns on raw materials tumbled to the lowest since at least 1991, extending the agony that producers of energy, industrial metals and agricultural commodities faced in 2015. The Bloomberg Commodity Index, a measure of returns from 22 raw materials, fell as much as 1.5 percent to 74.02 on Tuesday. (more…)

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2015 was a bloodbath for commodities http://www.opalesque.com/Commodities_Briefing/?p=139643 http://www.opalesque.com/Commodities_Briefing/?p=139643#comments Tue, 05 Jan 2016 01:48:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139643 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139643>Article Link</a> Commodities markets were hit hard last year. A note from S&P Dow Jones Indicies global head of commodities Jodie Gunzberg observed that “2015 will go down in history as one of the worst years ever for commodities.” (more…)

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Tumbling commodities prices shake index http://www.opalesque.com/Commodities_Briefing/?p=139529 http://www.opalesque.com/Commodities_Briefing/?p=139529#comments Mon, 21 Dec 2015 00:58:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139529 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139529>Article Link</a> The commodity rout is approaching an ugly new milestone, with losses across more members of a leading benchmark than in any year since the financial crisis. All but one of the 22 futures contracts in the Bloomberg Commodity Index are now lower in the year to date, with negative returns ranging from minus 6 per cent for sugar to a staggering 50 per cent plunge for natural gas. The last year so many constituents fell was 2008. (more…)

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Commodity index falls to lowest since June 1999 http://www.opalesque.com/Commodities_Briefing/?p=139340 http://www.opalesque.com/Commodities_Briefing/?p=139340#comments Tue, 08 Dec 2015 01:20:44 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139340 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139340>Article Link</a> Commodity prices are trading at their lowest levels since June 1999, according to a 22-member index compiled by Bloomberg. The Bloomberg Commodity Index, which tracks everything from lean hog and coffee futures to natural gas, fell 2.1 per cent on Monday to 79.97, breaching the 80 level for the first time in more than 16 years. (more…)

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Nikkei Commodity Indexes paint gloomy picture http://www.opalesque.com/Commodities_Briefing/?p=139276 http://www.opalesque.com/Commodities_Briefing/?p=139276#comments Thu, 03 Dec 2015 01:26:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139276 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139276>Article Link</a> The Nikkei Commodity Indexes in November saw their biggest year-on-year declines since the autumn of 2009, when the global economy was still suffering from the collapse of U.S. investment bank Lehman Brothers a year earlier. The sharp downturn is casting a dark shadow over the global economy. (more…)

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Africa’s commodities slump is a gold mine for investors http://www.opalesque.com/Commodities_Briefing/?p=138691 http://www.opalesque.com/Commodities_Briefing/?p=138691#comments Thu, 22 Oct 2015 03:06:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138691 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138691>Article Link</a> The recent downturn in Africa’s commodities markets might seem to signal dark times for the continent’s emerging economies. The slump in global oil prices prompted Angola’s government to end fuel subsidies; weak copper rates dramatically reduced the value of Zambia’s currency; and J.P. Morgan delisted the Nigerian naira from the Emerging Markets Bond Index. (more…)

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Commodity index investing debate reignites http://www.opalesque.com/Commodities_Briefing/?p=138215 http://www.opalesque.com/Commodities_Briefing/?p=138215#comments Mon, 21 Sep 2015 00:34:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138215 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138215>Article Link</a> As investments go, commodities have proven such a dog they almost seem not worth arguing about. Once-popular theories — that central bank money printing would inflate hard assets, or that China’s appetite for commodities was bottomless — have dissipated like natural gas from a poorly sealed well. (more…)

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Economic Data Suggesting Commodities Are Worthwhile Investment http://www.opalesque.com/Commodities_Briefing/?p=138136 http://www.opalesque.com/Commodities_Briefing/?p=138136#comments Tue, 15 Sep 2015 00:54:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138136 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138136>Article Link</a> The Bloomberg Commodity Index (BCOM), which tracks 22 different commodities, is trading at the lowest levels since 2002 (below). The relationship between the US dollar and commodities is generally negatively correlated; with a strong US dollar, commodities have fallen. (more…)

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Commodities face a severe price downturn, recovery not anytime soon http://www.opalesque.com/Commodities_Briefing/?p=137819 http://www.opalesque.com/Commodities_Briefing/?p=137819#comments Tue, 25 Aug 2015 03:04:08 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137819 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137819>Article Link</a> The metal index may have corrected 50% in the past one year and metal stocks may appear good value-buys, but given the structural negatives of a slowing China and a strong dollar, it may not be too long before the long-term bearish trend reasserts itself. (more…)

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Commodity indexing embraces new methods http://www.opalesque.com/Commodities_Briefing/?p=137752 http://www.opalesque.com/Commodities_Briefing/?p=137752#comments Thu, 20 Aug 2015 01:33:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137752 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137752>Article Link</a> It was 2012, and energy executives and policy specialists were excited by the promise of shale gas. From Texas to Pennsylvania, a bonanza was under way. But inside the downtown Manhattan offices of S&P Dow Jones Indices, record US gas production was causing a problem. Oversupply was filling storage caverns, reducing returns from futures contracts for the product, disrupting an important benchmark used by investors. (more…)

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Worst-Hit Commodity Investments? Not Commodities http://www.opalesque.com/Commodities_Briefing/?p=137551 http://www.opalesque.com/Commodities_Briefing/?p=137551#comments Fri, 07 Aug 2015 00:58:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137551 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137551>Article Link</a> What is falling harder than commodity prices? Some exchange-traded funds that seek to track the companies that dig and drill for raw materials and fuel. It is no small feat to overshadow recent declines in industrial materials such as oil and metals. The Bloomberg Commodity Index, which tracks the prices of 22 raw materials, this week hit a 13-year low and is down 13% this year. (more…)

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Commodities market bearish like it’s 2008 all over again http://www.opalesque.com/Commodities_Briefing/?p=137533 http://www.opalesque.com/Commodities_Briefing/?p=137533#comments Thu, 06 Aug 2015 02:52:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137533 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137533>Article Link</a> Attention commodities investors: Welcome back to 2008! The meltdown has pushed as many commodities into bear markets as there were in the month after the collapse of Lehman Brothers, which spurred the worst financial crisis seven years ago since the Great Depression. (more…)

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July slaughter sends commodities to 13-year low http://www.opalesque.com/Commodities_Briefing/?p=137431 http://www.opalesque.com/Commodities_Briefing/?p=137431#comments Thu, 30 Jul 2015 00:47:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137431 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137431>Article Link</a> The downward slide in commodity prices is accelerating, surpassing the low reached during the financial crisis in 2008 and reaching a 13-year low. “This is one of the worst months in history for commodities,” said Jodie Gunzberg, global head of commodities at S&P Dow Jones Indices. (more…)

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All commodity price indices to decline in 2015 – World Bank http://www.opalesque.com/Commodities_Briefing/?p=137326 http://www.opalesque.com/Commodities_Briefing/?p=137326#comments Thu, 23 Jul 2015 02:53:25 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137326 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137326>Article Link</a> A new World Bank report forecasts that all main commodity price indices will decline in 2015, owing to “abundant supplies and, in the case of industrial commodities, weak demand”. The July Commodity Markets Outlook is particularly pessimistic on the outlook for metals prices, which are now projected to decline 17%, instead of the 12% forecast in April; a result of capacity increases and slowing Chinese demand. (more…)

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Baltic Exchange ship futures platform examines move into commodities http://www.opalesque.com/Commodities_Briefing/?p=136932 http://www.opalesque.com/Commodities_Briefing/?p=136932#comments Tue, 30 Jun 2015 02:19:20 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136932 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136932>Article Link</a> London’s Baltic Exchange is studying a potential foray into commodities and is open to proposals on tie-ups as other exchanges attempt to boost volumes, its chief executive said. Baltex, the Baltic’s digital shipping platform, was launched in 2011 as the first central electronic marketplace for freight forward agreements (FFAs), which allow investors to take positions on freight rates at a point in the future. (more…)

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Indexology: Drivers of Technology ETFs http://www.opalesque.com/Commodities_Briefing/?p=136890 http://www.opalesque.com/Commodities_Briefing/?p=136890#comments Fri, 26 Jun 2015 01:07:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136890 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136890>Article Link</a> While S&P Capital IQ consensus forecasts for second quarter 2015 EPS has declined sharply since the beginning of 2015, we think that the information technology sector should be one of the bright spots. Meanwhile, the sector is trading at a discounted P/E multiple. We believe investors can gain exposure to a number of favorable trends in the broader sector through diversified technology focused ETFs. (more…)

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Indexes Open China to Millions More http://www.opalesque.com/Commodities_Briefing/?p=136577 http://www.opalesque.com/Commodities_Briefing/?p=136577#comments Mon, 08 Jun 2015 01:10:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136577 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136577>Article Link</a> Global investors are soon going to get a taste of stock trading, China-style. With the major stock-index providers adding or likely adding stocks that trade on China’s domestic markets, millions of foreign investors will own a piece of a market that has some of the highest valuations and volatility in the world. (more…)

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Commodities bulls boosted by oil recovery http://www.opalesque.com/Commodities_Briefing/?p=136163 http://www.opalesque.com/Commodities_Briefing/?p=136163#comments Mon, 11 May 2015 03:43:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136163 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136163>Article Link</a> Commodities from copper to iron ore have rebounded, helped by a rising oil price and a weaker US dollar, raising the possibility of investors taking a more positive view on a sector that has suffered years of negative returns. After a poor end to 2014, sentiment has started to improve, helped by a recovery in energy. (more…)

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RBA expects commodity export prices to stay high http://www.opalesque.com/Commodities_Briefing/?p=136162 http://www.opalesque.com/Commodities_Briefing/?p=136162#comments Mon, 11 May 2015 03:43:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136162 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136162>Article Link</a> The outlook for Australia’s commodity exports has been further downgraded by the Reserve Bank but, like Treasury, it still believes prices will remain permanently higher than ever before, even at the peak of the last big boom 40 years ago. (more…)

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Scotiabank’s Commodity Price Index Tumbles in March, but Will Strengthen in April http://www.opalesque.com/Commodities_Briefing/?p=136037 http://www.opalesque.com/Commodities_Briefing/?p=136037#comments Thu, 30 Apr 2015 01:01:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136037 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136037>Article Link</a> After rallying in February, Scotiabank’s Commodity Price Index dropped by 3.7% in March, as oil prices retreated once again. The All Items Index is at its lowest level since January 2007 and is 32.8% below a year earlier. (more…)

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Baltic sea freight index down on weak vessel rates http://www.opalesque.com/Commodities_Briefing/?p=136022 http://www.opalesque.com/Commodities_Briefing/?p=136022#comments Thu, 30 Apr 2015 00:57:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136022 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136022>Article Link</a> The Baltic Exchange’s main sea freight index, which tracks rates for ships carrying dry bulk commodities, fell on Wednesday on lower vessel rates. The overall index, which factors in average daily earnings of capesize, panamax, supramax and handysize dry bulk transport vessels, fell six points to 595 points. (more…)

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Hedge funds achieve outstanding performance as most indices are in positive territory http://www.opalesque.com/Commodities_Briefing/?p=135564 http://www.opalesque.com/Commodities_Briefing/?p=135564#comments Wed, 25 Mar 2015 01:44:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135564 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135564>Article Link</a> Hedge funds achieved an outstanding performance during last week and were up 1.3%. More than 75% of the funds as well as most hedge funds indices are in positive territory, according to Lyxor Asset Management’s Weekly Briefing. The report said that hedge funds have continued to deliver solid returns in 2015 with the Lyxor HFI up 3.4% year-to-date. The first quarter of 2015 is on track to be the best quarter for hedge funds since Q2-2007 when the Lyxor HFI was up 3.7%. (more…)

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Taiwan’s commodity price bulletin board to go online soon http://www.opalesque.com/Commodities_Briefing/?p=135563 http://www.opalesque.com/Commodities_Briefing/?p=135563#comments Wed, 25 Mar 2015 01:44:38 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135563 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135563>Article Link</a> As part of efforts to promote the transparency of data on commodity prices, Taiwan’s Executive Yuan or Cabinet is establishing a commodity price bulletin board that will be put online by the end of the month, Vice Premier Chang San-cheng said Monday. (more…)

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LBMA Gold Price successfully launched http://www.opalesque.com/Commodities_Briefing/?p=135527 http://www.opalesque.com/Commodities_Briefing/?p=135527#comments Mon, 23 Mar 2015 02:26:13 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135527 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135527>Article Link</a> The LBMA Gold Price has replaced the historic London Gold Fix. The first LBMA Gold Price settled at $1,171.75. ICE Benchmark Administration (IBA) administers the “LBMA Gold Price”. They provide the auction platform, methodology as well as overall independent administration and governance for the LBMA Gold Price. The LBMA holds the intellectual property rights. (more…)

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