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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 ...

  • 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,...

  • 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 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 ...



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