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  • 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 ...

  • 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...

  • 17-Mar – FOMC: Jettisoning the thresholds - Updated Sun March 16, 2014

    Top 3 data/events • Metals – Caught between China and Ukraine • Turkey – CBRT expected to leave its policy rate on hold at 10% • Germany – Investor confidence to moderate further in March • Market focus • Fed will likely taper QE by USD 10bn,...

  • 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 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...

  • Metals – Darkness on the edge of town - Updated Wed February 5, 2014

    We are revising our price forecasts across the six LME base metals and the four main precious metals • We expect divergent performance, with some metals rising on tightening balances and others staying flat • Our preferred positive exposures are t...

  • 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...

  • Platinum – The missing element - Updated Thu May 16, 2013

    • South Africa – No easy solutions to margin squeeze, and upcoming wage negotiations will be tough • Demand – Platinum Week conversations highlight continued weakness in the industrial sector • Investors – Appetite for newly launched physical ETF ...

  • Metals – Precious metal markets tumble - Updated Thu April 18, 2013

    • Gold – Prices break key support and then tumble; bargain-hunting sees Asian buying surge • Silver – Leads the way lower as investors liquidate, but ETFs are stable for now • Platinum/palladium – Prices hit by precious metal sell-off and now repr...

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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.