Opalesque Commodities Briefing » Listings/IPO/Stock Market http://www.opalesque.com/Commodities_Briefing Mon, 30 May 2016 01:21:41 +0000 http://wordpress.org/?v=2.5.1 en Falling Commodity Prices Weigh on Asia Resources Stocks http://www.opalesque.com/Commodities_Briefing/?p=141748 http://www.opalesque.com/Commodities_Briefing/?p=141748#comments Mon, 23 May 2016 23:33:47 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141748 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141748>Article Link</a> Declining commodity prices weighed on Asia’s resource stocks Monday, while the Japanese share market slipped amid a lack of major consensus from the Group of Seven meetings between finance ministers and central bankers. (more…)

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India: Coming, new commodity derivative products http://www.opalesque.com/Commodities_Briefing/?p=141626 http://www.opalesque.com/Commodities_Briefing/?p=141626#comments Mon, 16 May 2016 02:32:43 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141626 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141626>Article Link</a> New derivative products in the commodity markets are likely to be launched by the Securities and Exchange Board of India in the coming months. Three sub-working groups of the market regulator are looking at various issues relating to commodity derivatives – polling of prices, option limit and eligibility criteria for commodities to qualify for future trading. The groups are expected to submit their reports shortly. (more…)

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Commodities ‘humiliated’ while stocks head for record run http://www.opalesque.com/Commodities_Briefing/?p=141174 http://www.opalesque.com/Commodities_Briefing/?p=141174#comments Tue, 19 Apr 2016 01:29:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141174 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141174>Article Link</a> Commodities have had a pretty humbling run recently. In fact, Bank of America Merrill Lynch calculates that long-term returns are now running at the weakest pace since… 1933. Time for the tide to turn? Chief investment strategist Michael Hartnett at the bank writes: (more…)

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Latin America Is Facing Commodity and Demographic Shocks http://www.opalesque.com/Commodities_Briefing/?p=141125 http://www.opalesque.com/Commodities_Briefing/?p=141125#comments Fri, 15 Apr 2016 01:27:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=141125 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=141125>Article Link</a> What is far more worrying is that several countries increased fiscal spending in response to the 2009 recession and then failed to reverse the increases as the recession receded. A vast majority of Latin American countries need to trim fiscal spending and undertake fundamental reforms while urging its borrowers not to cut capital investments, according to the Inter-American Development Bank. (more…)

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A rally in commodities may be a sign that Wall Street hit a bottom http://www.opalesque.com/Commodities_Briefing/?p=140591 http://www.opalesque.com/Commodities_Briefing/?p=140591#comments Wed, 09 Mar 2016 00:23:50 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140591 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140591>Article Link</a> Have we hit a bottom yet? Wall Street appears to think that a march higher in the commodities sector may be signaling that the worst is over for the market—at least in the near term. (more…)

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Dollar softening boosts equities, commodities http://www.opalesque.com/Commodities_Briefing/?p=140118 http://www.opalesque.com/Commodities_Briefing/?p=140118#comments Thu, 04 Feb 2016 23:57:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140118 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140118>Article Link</a> Global equity markets rose on Thursday as diminished expectations of U.S. interest rate hikes this year pushed the dollar lower, which in turned boosted the prices of many commodities. (more…)

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Emerging Stocks Drop With Commodities as Growth Concern Lingers http://www.opalesque.com/Commodities_Briefing/?p=140082 http://www.opalesque.com/Commodities_Briefing/?p=140082#comments Wed, 03 Feb 2016 00:43:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=140082 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=140082>Article Link</a> Emerging-market stocks fell the most in a week as oil deepened its decline and concern mounted that the contagion from China’s economic slowdown is spreading. A gauge of developing-nation exchange rates dropped for a second day, led by the Russian ruble. (more…)

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Oil’s Big Bang: Saudis Mull IPO of World’s Biggest Producer http://www.opalesque.com/Commodities_Briefing/?p=139700 http://www.opalesque.com/Commodities_Briefing/?p=139700#comments Fri, 08 Jan 2016 02:06:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139700 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139700>Article Link</a> Saudi Arabia is considering its own Big Bang. The world biggest crude exporter is considering selling a stake in its state-owned company, which controls more than a tenth of the global oil market. (more…)

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Copper, Nickel Rebound as China Intervenes in Stock Market http://www.opalesque.com/Commodities_Briefing/?p=139652 http://www.opalesque.com/Commodities_Briefing/?p=139652#comments Wed, 06 Jan 2016 01:32:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139652 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139652>Article Link</a> Copper climbed the most in two weeks and nickel gained after China sought to support its stock market following Monday’s rout that sent metal prices tumbling. State-controlled funds in China bought equities and regulators signaled a selling ban on major investors will remain beyond this week’s expiration date, according to people familiar with the matter. (more…)

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Miners descend as Chinese factory activity disappoints http://www.opalesque.com/Commodities_Briefing/?p=139631 http://www.opalesque.com/Commodities_Briefing/?p=139631#comments Tue, 05 Jan 2016 01:45:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139631 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139631>Article Link</a> The UK-listed mining sector began 2016 firmly in the red as the price of copper sank to a two-week low, after weak economic data from China triggered fresh concerns about the world’s largest metals consumer. After slumping 24pc last year, three-month copper on the London Metal Exchange tumbled 2.3pc to $4,599, its lowest level since December 18. (more…)

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Markets likely to return to normalcy in 2016 http://www.opalesque.com/Commodities_Briefing/?p=139598 http://www.opalesque.com/Commodities_Briefing/?p=139598#comments Wed, 30 Dec 2015 00:35:45 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139598 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139598>Article Link</a> Since 2008, stock market behaviour has been affected by unforeseen events, overturning conventional wisdom and reversed the immediate course of investor behaviour. The commodity price collapse and the Chinese yuan devaluation in 2015 is a good example of that. Given such a background, what will 2016 be like? At one level, it could be a return to normal conditions, economy and corporate earnings. (more…)

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Rollercoaster commodities stay in focus for Wall Street http://www.opalesque.com/Commodities_Briefing/?p=139381 http://www.opalesque.com/Commodities_Briefing/?p=139381#comments Thu, 10 Dec 2015 01:19:55 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139381 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139381>Article Link</a> U.S. stock index futures pointed to a softer open on Wednesday after two days of intense volatility in oil markets, which have rocked commodity and mining stocks and added to the anxiety ahead of the Fed’s meeting next week. Oil could again be volatile, particularly with 10:30 a.m. ET release of petroleum inventory data expected from the Energy Information Administration. (more…)

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Global stocks drop on commodities rout http://www.opalesque.com/Commodities_Briefing/?p=139360 http://www.opalesque.com/Commodities_Briefing/?p=139360#comments Wed, 09 Dec 2015 01:13:26 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139360 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139360>Article Link</a> The global commodities rout throttled world stock markets Tuesday, with mining companies retreating on news of massive layoffs at mining giant Anglo American and oil prices hitting fresh multi-year lows. (more…)

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Investors brace for more losses as commodities crunched http://www.opalesque.com/Commodities_Briefing/?p=139359 http://www.opalesque.com/Commodities_Briefing/?p=139359#comments Wed, 09 Dec 2015 01:13:07 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139359 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139359>Article Link</a> BHP shares have dropped below $17 each and South32 under $1 for the first time after commodities were crunched again overnight and mining giant Anglo American cancelled its dividend. (more…)

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Stronger commodities to help Asian equities open up http://www.opalesque.com/Commodities_Briefing/?p=139141 http://www.opalesque.com/Commodities_Briefing/?p=139141#comments Wed, 25 Nov 2015 00:59:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=139141 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=139141>Article Link</a> Asian equity markets are expected to open in the green on Wednesday, after Wall Street eked out gains on the back of an uptick in commodity prices. U.S. markets closed mostly higher on Tuesday after oil prices and energy stocks jumped, reversing an earlier decline on news of a downed Russian jet near the Syrian border. The downing was read as a heightening of tensions in the Middle East, which helped support the price of oil. (more…)

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10 high yield stocks safe from the commodities rout http://www.opalesque.com/Commodities_Briefing/?p=138806 http://www.opalesque.com/Commodities_Briefing/?p=138806#comments Fri, 30 Oct 2015 00:39:00 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138806 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138806>Article Link</a> Miners and oil majors are offering high, but vulnerable yields. Here are some alternatives. Finding high-yielding stocks couldn’t be easier: simply buy a large-cap mining or oil stock. But as Glencore’s suspension of its dividend last month showed, these yields can be vulnerable, and more cuts are likely to come. (more…)

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US and European stocks ease as commodities slip http://www.opalesque.com/Commodities_Briefing/?p=138668 http://www.opalesque.com/Commodities_Briefing/?p=138668#comments Wed, 21 Oct 2015 03:43:53 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138668 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138668>Article Link</a> Stocks were slightly softer as the euro and Bund yields rose after improving bank lending in the eurozone reduced expectations for more stimulus from the European Central Bank. The FTSE Eurofirst 300, a pan-European equity gauge, fell 0.5 per cent, also dragged lower by resources groups as the prices of base metals and oil relapse. The FTSE Asia Pacific index shed just 0.1 per cent. (more…)

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Why are commodity markets behaving like stock markets? http://www.opalesque.com/Commodities_Briefing/?p=138667 http://www.opalesque.com/Commodities_Briefing/?p=138667#comments Wed, 21 Oct 2015 03:43:39 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138667 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138667>Article Link</a> Ten years ago, a course on commodity markets would teach students that commodity returns are uncorrelated with the returns of other financial assets. Commodities were praised as excellent portfolio diversifiers, providing financial protection when it is needed most. Since the early 2000s, however, the behaviour of commodity prices has changed in fundamental ways. (more…)

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Turning Tide: Morgan Stanley’s Bullish on Miners http://www.opalesque.com/Commodities_Briefing/?p=138480 http://www.opalesque.com/Commodities_Briefing/?p=138480#comments Thu, 08 Oct 2015 00:08:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138480 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138480>Article Link</a> Metal and mining stocks have had a tumultuous year, but Morgan Stanley says the tide is turning and the worst may be over. In a note Wednesday morning, analysts at the bank slapped an “attractive” label on the sector and said valuations are at historically attractive levels. (more…)

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Credit, Commodities and Currencies Weigh on Stock Markets http://www.opalesque.com/Commodities_Briefing/?p=138382 http://www.opalesque.com/Commodities_Briefing/?p=138382#comments Thu, 01 Oct 2015 00:17:49 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138382 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138382>Article Link</a> Call it a triple-C market—that is, one dominated by credit, commodities and currencies. A triple-C rating describes a speculative credit well down on the quality scale. In recent days, the market increasingly is looking askance at borrowers of lesser quality, especially those related to commodities. (more…)

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Bad quarter for stocks; dire one for commodities http://www.opalesque.com/Commodities_Briefing/?p=138381 http://www.opalesque.com/Commodities_Briefing/?p=138381#comments Thu, 01 Oct 2015 00:17:34 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138381 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138381>Article Link</a> The third quarter has been a bad one for global markets, with a rout in commodities putting the asset class among the hardest hit by China slowdown fears and U.S. interest rate uncertainty. Copper prices plunged to a six-year low earlier this week, while Brent crude oil prices were on course for a 23 percent fall during the period. (more…)

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World stocks hit two-year lows as commodities stay pressured http://www.opalesque.com/Commodities_Briefing/?p=138364 http://www.opalesque.com/Commodities_Briefing/?p=138364#comments Wed, 30 Sep 2015 00:49:11 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138364 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138364>Article Link</a> Global stocks slid to their lowest in more than two years on Tuesday as raw materials prices and emerging markets stayed under pressure. Commodity prices edged up but held near multi-year lows on concern over an economic slowdown in major consumer China. (more…)

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World Markets Drop as Commodities Tumble http://www.opalesque.com/Commodities_Briefing/?p=138274 http://www.opalesque.com/Commodities_Briefing/?p=138274#comments Thu, 24 Sep 2015 01:14:04 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138274 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138274>Article Link</a> Tumbling commodities prices and worries about China’s economy pulled stocks sharply lower on Tuesday, while bond yields declined and the dollar rose to a two-week high on bets US officials will soon hike interest rates. (more…)

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Global equities drop as commodities tumble, dollar up http://www.opalesque.com/Commodities_Briefing/?p=138255 http://www.opalesque.com/Commodities_Briefing/?p=138255#comments Wed, 23 Sep 2015 03:24:28 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138255 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138255>Article Link</a> Tumbling commodities prices and worries about China’s economy pulled stocks sharply lower on Tuesday, while bond yields declined and the dollar rose to a two-week high on bets U.S. officials will soon hike interest rates. Wall Street losses hovered for much of the trading day around 2 percent on selling driven by falls in oil and copper before easing. (more…)

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Wall Street drops as commodities weigh http://www.opalesque.com/Commodities_Briefing/?p=138254 http://www.opalesque.com/Commodities_Briefing/?p=138254#comments Wed, 23 Sep 2015 03:24:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138254 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138254>Article Link</a> US stocks dropped on Tuesday as a selloff in commodities dragged down materials shares and Volkswagen suppliers’ shares dropped following the German carmaker’s emissions scandal. S&P materials, down 1.8 per cent, led the decline for the S&P 500, but the selloff was broad-based, with all 10 major sectors lower. (more…)

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Miners getting hammered as Credit Suisse downgrades sector http://www.opalesque.com/Commodities_Briefing/?p=138244 http://www.opalesque.com/Commodities_Briefing/?p=138244#comments Wed, 23 Sep 2015 03:21:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138244 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138244>Article Link</a> Mining stocks were getting routed on Tuesday, with a key commodities index dropping to its lowest level in about a month. A rout in the mining sector comes as Credit Suisse downgraded the sector and cut its commodity-price forecasts on the back of growing concerns over a demand slowdown from China. (more…)

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Hedge Funds Ramp Up Volatility Bets to Record Levels http://www.opalesque.com/Commodities_Briefing/?p=138162 http://www.opalesque.com/Commodities_Briefing/?p=138162#comments Wed, 16 Sep 2015 23:40:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=138162 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=138162>Article Link</a> Bets on higher stock-market volatility are at a record high, signaling increasing concern about the outlook for U.S. shares. Wagers by hedge funds and other speculative investors that futures tied to the CBOE Volatility Index will rise outstripped the number of bets on a falling VIX by 37,925 contracts as of Sept. 8. (more…)

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Are Depressed Gold Prices an Opportunity in Gold Stocks? http://www.opalesque.com/Commodities_Briefing/?p=137916 http://www.opalesque.com/Commodities_Briefing/?p=137916#comments Tue, 01 Sep 2015 01:19:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137916 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137916>Article Link</a> The volatile trading over the past two weeks claimed many victims, but perhaps the most surprising of which was gold. In theory, gold prices should rise in times of fear and uncertainty, as gold is long considered an unofficial barometer of economic health. And the current dynamics are chock full of fear and uncertainty. (more…)

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Buy low, sell high…but stay away from commodities http://www.opalesque.com/Commodities_Briefing/?p=137846 http://www.opalesque.com/Commodities_Briefing/?p=137846#comments Wed, 26 Aug 2015 01:37:42 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137846 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137846>Article Link</a> The global stock rout may have claimed some victims this week, with heavy selling sending the S&P 500 into correction territory, but equity markets can still offer returns for investors. The definition of “correction territory” is when you see a downward move from a recent high of 10 percent or more. (more…)

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Wary investors seek other havens over gold amid China market rout http://www.opalesque.com/Commodities_Briefing/?p=137835 http://www.opalesque.com/Commodities_Briefing/?p=137835#comments Wed, 26 Aug 2015 01:35:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137835 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137835>Article Link</a> Gold has failed to rally in the face of China’s stock market crisis as investors, scorched by a brutal end to the market’s 12-year bull run, chose cash and bonds for safety over bullion while they seek clarity on the timing of a U.S. rate increase. While at first glance, the failure of a “haven” asset to respond may seem odd, this behaviour is by no means unusual. (more…)

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Commodity Rout Erases $2 Trillion From Stock Values http://www.opalesque.com/Commodities_Briefing/?p=137773 http://www.opalesque.com/Commodities_Briefing/?p=137773#comments Fri, 21 Aug 2015 01:35:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137773 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137773>Article Link</a> Prices have plunged after years of overinvestment led to a supply glut at the same time that economic growth is slowing in China. The value that commodity producers have lost in the past year almost equals India’s entire economy. (more…)

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Here’s what could happen to stocks if commodities rebound http://www.opalesque.com/Commodities_Briefing/?p=137772 http://www.opalesque.com/Commodities_Briefing/?p=137772#comments Fri, 21 Aug 2015 01:35:35 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137772 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137772>Article Link</a> Today is working up to be anything but the lazy, hazy summer day for trading you might expect. Let’s start with the nation that inspired “Borat.” Kazakhstan’s official currency, the tenge, took a sharp hit after the government moved it into free float. The Asian nation exports oil. Enough said. (more…)

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Glencore first-half profit tumbles amid commodities rout http://www.opalesque.com/Commodities_Briefing/?p=137738 http://www.opalesque.com/Commodities_Briefing/?p=137738#comments Thu, 20 Aug 2015 01:29:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137738 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137738>Article Link</a> Shares in Glencore, the FTSE-100 miner and commodities trader, have slumped to a record low after tumbling prices for coal and metals linked to slowing Chinese demand hit first-half profits. (more…)

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Fund managers offload commodity stocks amid fears of Chinese recession http://www.opalesque.com/Commodities_Briefing/?p=137730 http://www.opalesque.com/Commodities_Briefing/?p=137730#comments Wed, 19 Aug 2015 01:51:48 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137730 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137730>Article Link</a> Miners were hit as copper priced edged back towards six-year lows, as renewed fears over China rattled fund managers. On the same day that copper prices dropped back towards six-year lows, weighing on the mining-heavy FTSE 100, a closely-watched survey of fund managers around the world showed investors have piled out of energy and commodities stocks amid renewed fears over China. (more…)

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Stock Market’s Catch Up To Commodities Raises Volatility Question http://www.opalesque.com/Commodities_Briefing/?p=137592 http://www.opalesque.com/Commodities_Briefing/?p=137592#comments Tue, 11 Aug 2015 03:07:37 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137592 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137592>Article Link</a> U.S. stock indexes positioned for a mild Monday bounce but did little to shake Wall Street from its cautious posture. The nagging issue of a sky-high dollar’s drag on multinational companies’ earnings prospects and a broad commodities slump continue to weigh on stock sentiment, at least sort of. (more…)

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Commodities point to a stock market correction: Expert http://www.opalesque.com/Commodities_Briefing/?p=137532 http://www.opalesque.com/Commodities_Briefing/?p=137532#comments Thu, 06 Aug 2015 02:52:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137532 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137532>Article Link</a> The bad news for commodities could be spreading. As gold, oil, copper and other commodities tumble to multiyear lows, one expert says the turmoil is far from over. In fact, he said the collapse could mean that a full-blown market correction is just around the corner. (more…)

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Why the commodities crush is very good for stocks http://www.opalesque.com/Commodities_Briefing/?p=137324 http://www.opalesque.com/Commodities_Briefing/?p=137324#comments Thu, 23 Jul 2015 02:52:58 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137324 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137324>Article Link</a> With gold, crude oil and other commodities falling, several S&P sectors have taken a big hit. But as the popular CRB commodity index drops to new four-month lows, traders say this is actually a good sign for the S&P 500. (more…)

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Credit Suisse Says It May Finally Be Time to Buy Oil and Gas Stocks http://www.opalesque.com/Commodities_Briefing/?p=137318 http://www.opalesque.com/Commodities_Briefing/?p=137318#comments Thu, 23 Jul 2015 02:51:46 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137318 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137318>Article Link</a> Even as energy prices fall again,one firm says it might be time to finally buy oil and gas stocks. Stocks of U.S. oil and gas companies have been so battered as commodity prices have fallen that it looks like there is finally an “attractive entry point,” Credit Suisse analysts said in a research note. (more…)

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Are the shares of gold mining companies a ‘buy’? http://www.opalesque.com/Commodities_Briefing/?p=137232 http://www.opalesque.com/Commodities_Briefing/?p=137232#comments Fri, 17 Jul 2015 02:21:40 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137232 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137232>Article Link</a> A gold mine is a hole in the ground with a liar standing on top of it.”- unverified quote attributed to Mark Twain. Gold can’t seem to catch a break. Despite a parade of potential market roiling news, the reaction of the shiny yellow metal has been one of benign indifference. (more…)

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Will China stocks burn oil? http://www.opalesque.com/Commodities_Briefing/?p=137167 http://www.opalesque.com/Commodities_Briefing/?p=137167#comments Tue, 14 Jul 2015 00:56:51 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137167 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137167>Article Link</a> It took until July, but the crude-oil markets have managed to ignore Chinafor most of the year so far. The price volatility that saw an 11-percent selloff in oil futures in the first quarter followed by a 25-percent climb in the second quarter was driven primarily by uncertainties regarding the situations in Greeceand Iran along with inconclusive data in the U.S. on rig counts and inventory levels. (more…)

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China stock rout: Boon or bane for gold? http://www.opalesque.com/Commodities_Briefing/?p=137126 http://www.opalesque.com/Commodities_Briefing/?p=137126#comments Fri, 10 Jul 2015 01:43:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137126 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137126>Article Link</a> With China’s stock market meltdown now into its fourth week, what does this mean for gold demand out of the world’s second largest consumer of the precious metal? “Given that one of the reasons for gold’s tepid demand in China is due to the strong equity bull market, questions are now raised if the current bearish ‘A’ share market could spark Chinese interest in gold once more,” Howie Lee, investment analyst at Philip Futures, wrote in a note on Wednesday. (more…)

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China’s equity rout sparks metal meltdown http://www.opalesque.com/Commodities_Briefing/?p=137093 http://www.opalesque.com/Commodities_Briefing/?p=137093#comments Thu, 09 Jul 2015 00:42:33 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=137093 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=137093>Article Link</a> The $3tn rout of Chinese equities has spilled over into commodities, pushing nickel, zinc and iron ore into bear market territory and sending copper to its lowest level since the financial crisis. (more…)

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The 5 Best Stocks to Invest in Commodities http://www.opalesque.com/Commodities_Briefing/?p=136977 http://www.opalesque.com/Commodities_Briefing/?p=136977#comments Thu, 02 Jul 2015 01:59:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136977 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136977>Article Link</a> Commodities aren’t for the faint of heart, which is why it’s best to just stick with the best stocks in each commodity basket. Commodities have been giving investors fits for years. All four commodities have taken investors on triple-digit price rides with rapid ascends and devastating falls. It’s that allure of a rapid rise that continues to draw investors in with hopes of making a mint on higher prices. (more…)

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What Commodity Momentum Tells Us About Equities http://www.opalesque.com/Commodities_Briefing/?p=136129 http://www.opalesque.com/Commodities_Briefing/?p=136129#comments Fri, 08 May 2015 01:21:09 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136129 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136129>Article Link</a> It is fact that equity prices prosper when commodity prices are relatively stable. Normally, it is the instability of commodities on the upside that disturbs equities, such as that experienced between 1973 and 1974. However, downside volatility in the commodity pits can be even more devastating. Just consider the sharp drop in both markets in the second half of 2008, 1921 or even the 1930/32 experience. (more…)

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Why they prefer commodities to equities http://www.opalesque.com/Commodities_Briefing/?p=136053 http://www.opalesque.com/Commodities_Briefing/?p=136053#comments Mon, 04 May 2015 03:37:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=136053 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=136053>Article Link</a> Bengaluru-based Suby Mathews quit his high-profile banking job four years ago to pursue trading full time. Mathews too started off with equities and switched to commodities five years ago. Why commodities? The longer trading window, though it makes for more volatility, provides an opportunity to make more money. “The market is open till late in the night, which gives numerous short-term trading opportunities, albeit with a bit more risk,” he explains. (more…)

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Iron ore jumps above US$50: Is it time to buy the miners? http://www.opalesque.com/Commodities_Briefing/?p=135897 http://www.opalesque.com/Commodities_Briefing/?p=135897#comments Tue, 21 Apr 2015 00:42:19 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135897 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135897>Article Link</a> Iron ore has somehow managed to defy bearish market sentiment over the last few weeks, having recovered from a 10-year low to bounce back above the US$50 a tonne mark on Friday. According to data from the Metal Bulletin, the commodity rose 2.3% during the session to be trading at US$50.93 a tonne, compared to its recent low beneath US$47 a tonne. While iron ore has been on something of a tear recently; the rebound could well be short-lived. (more…)

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Investors fall out of love with Aussie equities, commodities http://www.opalesque.com/Commodities_Briefing/?p=135680 http://www.opalesque.com/Commodities_Briefing/?p=135680#comments Wed, 01 Apr 2015 01:37:41 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135680 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135680>Article Link</a> Australian equities and commodities are firmly out of favour with international investors who prefer exposure to Europe, technology and health care. Institutional investors are bearish on the outlook for the local market because stocks look expensive, along with the prospect of the Australian dollar plunging and concerns around Australia’s reliance on China as a source of demand, a survey of respondents at the Credit Suisse Asian Investment Conference revealed. (more…)

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Louis Dreyfus Commodities Won’t Be Going Public http://www.opalesque.com/Commodities_Briefing/?p=135605 http://www.opalesque.com/Commodities_Briefing/?p=135605#comments Fri, 27 Mar 2015 01:28:03 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135605 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135605>Article Link</a> Louis Dreyfus Commodities B.V., a privately held agricultural trading firm since 1851, won’t be going public. Margarita Louis-Dreyfus, the largest shareholder and most powerful corporate board member at the family-controlled company, said Thursday she would increase her stake in the firm to 80%, dashing hopes of an initial public offering or sale of a stake. (more…)

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Should you invest in commodities or shares? http://www.opalesque.com/Commodities_Briefing/?p=135361 http://www.opalesque.com/Commodities_Briefing/?p=135361#comments Wed, 11 Mar 2015 01:02:05 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135361 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135361>Article Link</a> With a burgeoning amount of products available to retail investors that provide direct exposure to commodity prices, we set out to investigate whether you would have been better off investing in instruments (like ETFs and ETNs) that provide direct exposure to commodity prices, or whether you would have fared better owning the underlying equity of resource/commodity companies. (more…)

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Investors in Commodity-Related Companies Need To Be Aware Of This Risk http://www.opalesque.com/Commodities_Briefing/?p=135156 http://www.opalesque.com/Commodities_Briefing/?p=135156#comments Wed, 25 Feb 2015 00:48:52 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135156 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135156>Article Link</a> The business of producing or trading in commodities have always been volatile. The fact that no player in the market has the ability to control the pricing of the underlying commodity they’re involved with makes it extremely challenging for any commodity-related business. (more…)

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Should You Buy Gold Mining Stocks Now? http://www.opalesque.com/Commodities_Briefing/?p=135130 http://www.opalesque.com/Commodities_Briefing/?p=135130#comments Tue, 24 Feb 2015 00:39:01 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=135130 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=135130>Article Link</a> Gold has historically proven to be a very desirable metal, never losing its appeal. This precious metal’s attributes, including malleability, resistance to corrosion and tarnishing, and glitter, makes it ideal for all kind of jewelries. But there is certainly more to gold, which is also a ripe investment option. (more…)

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Equity investors should heed message from commodities and bonds http://www.opalesque.com/Commodities_Briefing/?p=133998 http://www.opalesque.com/Commodities_Briefing/?p=133998#comments Tue, 02 Dec 2014 00:29:17 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133998 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133998>Article Link</a> It is that season again when commentators review the year’s developments and what they imply for next year. A big surprise is the extent to which record equity prices have diverged from declining commodity prices and unusually low yields on government bonds. This historically unusual divergence can no longer be explained by big macro factors, and the bespoke explanations will be harder to sustain the greater the divergence as we enter 2015. (more…)

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Why Gold Stocks Remain a Good Bet? http://www.opalesque.com/Commodities_Briefing/?p=133897 http://www.opalesque.com/Commodities_Briefing/?p=133897#comments Wed, 26 Nov 2014 00:02:23 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133897 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133897>Article Link</a> When gold and silver producer McEwen Mining released its Q3 results, Founder and Chief Owner Rob McEwen was candid, describing performance at the company’s El Gallo 1 mine as “nothing short of awful” and quipping, “[w]hat an incredibly ugly market and share price.” That openness continued following the release, with the company acknowledging after its conference call on the results that given today’s tough market, shareholders were due a broader conversation. (more…)

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Britain’s FTSE feel weight of commodity stocks after hawkish Fed http://www.opalesque.com/Commodities_Briefing/?p=133481 http://www.opalesque.com/Commodities_Briefing/?p=133481#comments Fri, 31 Oct 2014 01:24:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133481 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133481>Article Link</a> Britain’s top share index edged lower on Thursday, under pressure from commodity stocks after the Federal Reserve struck a surprisingly hawkish tone in its outlook for U.S. interest rates. (more…)

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Commodities tell the truth to spooked equities investors http://www.opalesque.com/Commodities_Briefing/?p=133172 http://www.opalesque.com/Commodities_Briefing/?p=133172#comments Mon, 13 Oct 2014 03:26:59 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133172 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133172>Article Link</a> Equities investors are spooked. This is October, the month of Halloween, and of virtually all the stock market’s best-known crashes over history. After a lengthy rise, stocks are showing the heaviest volatility in more than a year, while the S&P 500 is almost halfway to its first 10 per cent correction in more than three years. (more…)

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Gold ETFs and Stocks Surge, Benefit Most from Fed Minutes http://www.opalesque.com/Commodities_Briefing/?p=133131 http://www.opalesque.com/Commodities_Briefing/?p=133131#comments Fri, 10 Oct 2014 01:20:27 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=133131 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=133131>Article Link</a> Although the Fed minutes held last month did not deliver anything new, the U.S. stock market strongly recovered from the sell-off seen early this week following the minutes. The Fed continued to maintain its accommodative stance by promising to keep interest rates low for a considerable period of time after the end of the quantitative easing (QE) program. (more…)

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Commodities Attractive As Stocks Smash Highs http://www.opalesque.com/Commodities_Briefing/?p=132371 http://www.opalesque.com/Commodities_Briefing/?p=132371#comments Tue, 26 Aug 2014 01:33:16 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132371 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132371>Article Link</a> Most financial advisors suggest that their clients diversify across asset classes, with only the percentages of stocks, bonds, gold and other assets as a matter for debate. I won’t wade into the latter discussion, but the charts suggest that commodities as an asset class may be ready to play a greater role. (more…)

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Barings backs resources sector equities over commodities http://www.opalesque.com/Commodities_Briefing/?p=132061 http://www.opalesque.com/Commodities_Briefing/?p=132061#comments Wed, 06 Aug 2014 00:58:14 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=132061 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=132061>Article Link</a> Resources sector equities are currently more attractive than direct investments in physical commodities and investors should focus on investing in ‘companies not commodities’ to benefit from an increasing global demand for resources, according to Baring Asset Management (Barings). (more…)

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Wall St. and commodity risk: Morgan Stanley’s VaR dips http://www.opalesque.com/Commodities_Briefing/?p=131759 http://www.opalesque.com/Commodities_Briefing/?p=131759#comments Fri, 18 Jul 2014 01:30:36 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131759 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131759>Article Link</a> The quarterly earnings of Wall Street’s biggest banks offer a glimpse into the scale of their commodity trading activity through a measure of trading risk called VaR. (more…)

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Why It’s Time to Explore the Stocks-Commodities Dynamic http://www.opalesque.com/Commodities_Briefing/?p=131564 http://www.opalesque.com/Commodities_Briefing/?p=131564#comments Mon, 07 Jul 2014 01:12:15 +0000 VRS http://www.opalesque.com/Commodities_Briefing/?p=131564 <br> <a href=http://www.opalesque.com/Commodities_Briefing/?p=131564>Article Link</a> Commodities are outperforming stocks. The Greenhaven Continuous Commodity ETF (GCC) has gained 8.77% through the first six-months of the year, while the SPDR S&P 500 (SPY) is ahead by 7.71%. (more…)

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