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  • Metals Standard – Price jitters - Updated Tue September 23, 2014

    • Metals prices have come under pressure in late Q3, driven by concerns over China’s economy • We see exposure to China’s property sector as a key performance differentiator going forward • Aluminium is the LME base metal best insulated from th...

  • Q4 – Divergence - Updated Tue September 23, 2014

    Overview • Macro outlook • FX outlook • Rates outlook • Commodity outlook • Corporate strategy • Central bank strategy...

  • Silk Road: China’s commodity trade - Updated Mon September 22, 2014

    Commodity import data for China implies a divergent set of demand circumstances across sectors • Implied oil demand has rebounded to 3.4% growth, from a y/y decline seen in the previous release • Robust copper and zinc demand despite the economy; ...

  • Commodity investor flows - Updated Mon September 22, 2014

    ETF: Gold outflows increase as the Fed adjusts its lending-rate estimates CFTC: Cumulative money flow reaches a new low as the USD pressures commodity prices lower...

  • Oil Notes – When does tight oil become slack? - Updated Thu September 18, 2014

    • The fall in oil prices has called into question the continuation of high US supply growth • High legacy output declines mean drilling declines, rather than well shut-ins, would be the cause of a stall • The weekly US data release shows a rise in...

  • Commodity investor flows - Updated Mon September 15, 2014

    ETF: Gold investors return, but overall momentum remains bearish; oil investors see a break in support • CFTC: Speculative flows showing signs of bottoming, but metals still susceptible to further corrections...

  • Commodity investor flows - Updated Mon September 8, 2014

    ETF: Gold outflows dominate commodity ETF space as ECB and BoJ attempt to boost their economies • CFTC: Energy and metal speculative outflows continue with few signs of letting up ...

  • Oil Notes – Past imperfect - Updated Fri September 5, 2014

    After a long run above USD 100/bbl, Brent prices have weakened on fears of slowing demand • Refinery capacity expansions in China and the Middle East are set to keep jet cracks under pressure • US gasoline demand surged in advance of Labor Day, w...

  • Asia jet fuel – Still oversupplied - Updated Tue September 2, 2014

    The current surge in refinery capacity in China and the Middle East is likely to continue into 2015 • Despite pockets of demand strength, demand growth is set to lag capacity growth significantly • Jet crack will likely remain under pressure befo...

  • Commodity investor flows - Updated Mon September 1, 2014

    • ETF: Precious metal outflows dominate the ETF investor space following Jackson Hole • CFTC: Speculators’ bearishness on energy and precious metals continues to grow ...



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