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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...

  • Commodity investor flows - Updated Mon March 18, 2013

    • ETF: Gold outflows continue to slow; we see this as an early sign that a trough is forming • CFTC: Speculative positions rise 26% w/w, mostly due to the outlook for agricultural commodities...

  • Metals – Gold and silver fall out of favour - Updated Wed February 20, 2013

    • Gold – Investors continue to cut US managed-money positions and these are at a multi-year low • Platinum – Tensions continue to simmer and Amplats suspends production temporarily • Palladium – Boosted by South African problems and an upturn in t...

  • Commodity investor flows - Updated Mon December 31, 2012

    • ETF: Oil ETFs saw a large outflow of USD 180mn; commodity ETF AUM edged higher to USD 185.5bn • CFTC: Speculative positions were held in commodity futures, and options fell 14.5%...

  • Commodity investor flows - Updated Mon November 12, 2012

    • ETF: Flows were positive across the complex, with the exception of base metals and agriculture • CFTC: Net spec fell 11%, equal to USD 8bn of outflows; the most bearish changes in cotton and platinum...

  • Commodity investor flows - Updated Mon October 29, 2012

    • ETF: Strong flows into oil, gold and commodity index funds; silver outflows continue • CFTC: Speculators turn more bullish on cotton, and more bearish on WTI and precious metals...

  • Commodity investor flows - Updated Mon October 22, 2012

    • ETF: Commodity fund flows were mostly bearish, particularly those tracking crude oil • CFTC: Commodity complex net spec down 4.8%, largely due to precious metal and agricultural sectors...

  • Commodity investor flows - Updated Mon September 24, 2012

    • ETF: Investors go ‘risk on’ with strong inflows to oil and precious-metal funds • CFTC: The most bullish speculative re-positioning was in energy and precious-metal contracts ...

  • Metals – More QE from Fed, but boost is short-lived - Updated Tue September 18, 2012

    • Aluminium – Prices have rallied too far and look vulnerable • Copper – Weak demand growth skews short-term risks to downside • Silver – Benefiting from renewed fear about inflation and has outperformed • Gold – We maintain our bullish view and ...

  • Commodity investor flows - Updated Mon September 10, 2012

    • ETF: Large inflow into agricultural index funds; inflows into precious metals continue • CFTC: 2.8% increase in commodity complex net spec; speculators most bullish on cocoa...

  • Metals – Markets break higher, as ECB delivers - Updated Fri September 7, 2012

    • Aluminium – Producers are cutting, but not that aggressively • Copper – Supply growth in Chile picks up, but a key power project is delayed • Silver – Leads the metal markets higher, as central banks step up policy action • Gold – Price breaks ...



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