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  • Commodity investor flows - Updated Tue April 22, 2014

    • ETF: Focus is on precious metals, notably palladium funds; gold flows are bearish on positive US data • CFTC: The uptick in managed-money flows was led by energy sector; Arabica net spec is overextended...

  • 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...

  • Commodity investor flows - Updated Mon March 3, 2014

    • ETF: Flows were positive across most of the complex; geopolitical drivers provided tailwinds for gold • CFTC: Managed-money flows trended towards their highest in two years ...

  • Commodity investor flows - Updated Mon February 24, 2014

    • ETF: Sentiment towards the broad index turns more bullish; gold sees outflows on price resistance • CFTC: Large speculators turn more bullish towards commodities on high cash flow ...

  • Commodity investor flows - Updated Mon February 17, 2014

    ETF: Energy flows were bearish on profit taking; gold inflows gained as prices breached the 200-day MA • CFTC: Speculative flows accelerated, with energy and agriculture leading the way...

  • Commodity investor flows - Updated Mon February 10, 2014

    • ETF: Flows into commodities were mostly positive, except for base metals • CFTC: Aggregate net spec rose for a fourth straight week; dry weather drove agricultural net spec higher...

  • Commodity investor flows - Updated Mon January 27, 2014

    ETF: Investors turn more bearish on commodities; no safe-haven flows into gold • CFTC: Aggregate net spec rises 5.9%, mostly due to natural gas; divergence persists across the complex...

  • Commodity investor flows - Updated Tue January 21, 2014

    • ETF: Overall flows were bearish due to outflows from energy and broad-index funds • CFTC: Energy speculators turned more bearish; positions were overextended in copper, gold, and wheat...

  • Commodity investor flows - Updated Tue January 14, 2014

    ETF: Commodity (ex gold) flows are bullish, but gold outflows continue • CFTC: Recent bullish trend in sentiment (spec flow) comes to a halt on the back of energy outflows...

  • A delicate balance - Updated Wed December 11, 2013

    • Our theme for 2014 centres on the balance between headwinds – such as a stronger US dollar (USD), higher US yields and larger supply surpluses – and tailwinds in the form of an improving global economic outlook and a continuing super-cycle. Broad ...

  • Commodity investor flows - Updated Mon November 25, 2013

    • ETF: Gold flows were bearish following the FOMC statement; commodity ETF AUM was down 39.4% YTD • CFTC: The latest Commitment of Traders report shows agricultural and metal net spec declining ...



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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.