Market Moves
How China’s Metal Price Crackdown Could Thwart the Commodities Surge
Price rises in raw materials have excited hopes for a new super-cycle. Might those be dashed?
Tag: commodities
Market Moves
Cathie Wood: The Big Risk Is Deflation, Not Inflation
The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Alternatives
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.
Market Moves
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Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
How Did Alts, a Jumble of Different Things, Get So Popular?
In a time of LDI and other de-risking, they seem less risky than stocks, yet offer decent returns.
Market Moves
Look Out Above: Gold Rally Shows No Sign of Flagging
Forecasts say the yellow metal may reach $1,500 an ounce in coming months.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.
Market Moves
A US-China Pact Would Boost Commodities, Citi Says
Recovery in raw materials should persist if an expected end to the trade tiff comes.
Market Moves
Commodities Are Past the Worst, But Don’t Rejoice Yet
While raw materials are no longer slumping, Goldman isn’t that impressed.
Asset Allocation
UC’s Bachher Indicates De-risking of Commodities Portfolio in Near Term
CIO also made it clear there will be no new investments in oil and gas-related commodity funds.
Credit Suisse: Commodities Picked Up in July on Signs of Economic Improvement
The oil sector gained with improving demand, although expectations for OPEC’s prospects of bringing down global production were reduced.
Commodities Prices Down in June
Low energy prices have contributed to a lack of pickup in inflation, while concerns about Chinese growth have abated, Credit Suisse reports.
Asset Allocation
Credit Suisse Points to Weakening of Commodity Fundamentals in May
Mild June forecast, weakening of Brazilian currency, and loosening of Indonesia’s export restrictions contributed to worldwide losses, report says.