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  • Commodity investor flows - Updated Mon April 14, 2014

    ETF: Gold flows turn bearish again; we also see positive signs for broader commodities • CFTC: Bullish sentiment increases for energy, declines for agriculture and gold...

  • Commodity investor flows - Updated Mon April 7, 2014

    ETF: Gold outflows were the strongest in a month; PGM inflows as mining strikes continued • CFTC: Speculative commodity outflows continued after investment peaked on 11 March ...

  • Commodity investor flows - Updated Mon March 31, 2014

    • ETF: Fund flows were relatively slow; natural gas funds saw bearish flows • CFTC: Speculative money flows peaked, indicating future downside pressure on energy and metals ...

  • 27-Mar – Commodities volatility set to increase - Updated Wed March 26, 2014

    Top 3 data/events • Southeast Asian FX – All the good news is already in the price • Vietnam – Q1 GDP likely to show economic growth is on track • Euro area – Businesses have a more sceptical outlook than consumers • Market focus • Commodities...

  • Oil – Running in the shadows - Updated Thu March 20, 2014

    • il-price volatility is likely to rise on the basis of limited supply buffers and increased supply risks • e present our 2014 and 2015 oil balances, showing strong demand and strong North American supply • e adjust our price forecasts for 2014,...

  • Commodity investor flows - Updated Mon March 17, 2014

    • ETF: Fund flows were positive across the entire complex, particularly for gold • CFTC: Aggregate net spec increased again, but cumulative money flow appeared overextended...

  • Q2 – Rotation, relative value and risk - Updated Thu March 13, 2014

    Overview – Four key themes continue to inform our thinking on global markets this year: geopolitical risk in EMs, ‘The Great Rotation’, absolute and relative growth, and liquidity and regulation. In our view, geopolitical risk is the ‘new normal’ an...

  • Q2 – Rotation, relative value and risk - Updated Thu March 13, 2014

    Overview – Four key themes continue to inform our thinking on global markets this year: geopolitical risk in EMs, ‘The Great Rotation’, absolute and relative growth, and liquidity and regulation. In our view, geopolitical risk is the ‘new normal’ an...

  • Commodity investor flows - Updated Mon March 10, 2014

    ETF: Inflows across the commodity complex as reversal in sentiment becomes more evident • CFTC: Net spec rises by 10.9%, with large bullish shifts into corn, sugar, soybean oil and PGMs...



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27-Mar – Commodities volatility set to...

Top 3 data/events • Southeast Asian FX – All the good news is already in the price • Vietnam – Q1 GDP likely to show economic growth is on track • Euro area – Businesses have a more sceptical outlook than consumers • Market focus • Commodities, as an asset class, have outperformed other...

In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.