Choose the category below to
refine article list
Publication Name

Commodities

Display 
 per page
Sort result by 
  • Commodity Investor Flows - Updated Mon February 23, 2015

    • Focus: Nickel was in surplus in 2014; however, we expect the market to move into deficit in 2015 • Further rig-count falls reinforce our view that US shale oil output growth will disappear in April • ICSG data shows copper concentrate market de...

  • Commodity investor flows - Updated Mon February 16, 2015

    • Focus: The fundamental outlook for OPEC has improved rapidly, particularly for H2 • Further signs of slowdown in China’s metal demand keep sentiment muted • Brent prices have rallied above USD 60/bbl on expectations of a rapid weakening in non-O...

  • Commodity investor flows - Updated Mon February 9, 2015

    • Focus: Volatility in commodities has increased markedly in 2015 to date compared with last year • A fall in China's copper concentrate imports in January points to cutbacks in refined output • US oil drilling has fallen sharply again; market v...

  • Commodity investor flows - Updated Tue February 3, 2015

    • Focus: US shale oil output is set to fall m/m in April; it will fall for the rest of 2015 if prices stay low • Base metal prices remain torn between demand pessimism and supply-side pressures • Oil prices have rallied as the scale and speed of...

  • Commodity investor flows - Updated Mon January 26, 2015

    • Focus: Saudi Arabia’s exit strategy from disciplining non-OPEC producers is a pressing oil-policy issue • Investor short positioning in copper has increased, generating significant downward price pressure • Non-OPEC output is being hit hard, a...

  • Commodity investor flows - Updated Mon January 19, 2015

    • Focus: Copper-price overshoot presents an opportunity for investors to position in Q1 for 2015 • Non-OPEC output potential is falling away sharply as oil-price undershoot continues • The SNB’s surprise removal of the CHF ceiling further supports...

  • Storm protection - Updated Thu November 27, 2014

    Uneven economic growth, uneven prospects for commodities – Concerns over the frailty of the global economic recovery have created a bearish tone across the commodity complex in H2-2014 that only a handful of commodities have withstood. In some cases...

  • Silk Road: China’s commodity trade - Updated Fri November 21, 2014

    China’s commodity trade data implies firmer market conditions than sentiment is currently pricing in • Demand growth has resumed for freight-related diesel after months of decline • Refined copper data continues to show a surprisingly positive de...

  • Silk Road: China commodity trade - Updated Tue October 28, 2014

    China’s oil and copper demand was strong in September • Demand for other commodities was weak; the macroeconomic outlook is for a further slowdown in Q4 • We expect copper and oil demand to remain more robust than demand for most other commodities...

  • 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; ...

  • Silk Road – China commodity trade - Updated Thu August 21, 2014

    • July commodity data shows areas of economic strength but also a setback in the economic recovery • Weaker metal imports, offset by output and stock draws, result in strongest demand levels so far in 2014 • Crude oil imports are depressed by slug...

  • Silent running - Updated Thu July 3, 2014

    • A time to position for (uneven) growth – The global recovery remains very uneven, and in the post-2008 world, the growth trajectory remains flatter (and longer) than in a conventional economic cycle. We expect the next phase of the global cycle to...



Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.