Tight copper market
Analysts see reasons for a very tight copper market over coming years. This is in part due to the way that copper is mined. The mining process is costly and demand for copper is set to only grow due to…
commodities
On the data basis of 54 years: now is the season for buying gold!
PDF Download (GERMAN) Article in German Dear Investor, You may be wondering why the price of gold has not taken off as inflation rises sharply. After all, despite initial increases, interest rates are now well below the rate of inflation…
The Fed to set gold surging?
The Federal Reserve meet tonight and the markets are weighing up what the Fed will do. A 50 bps rate hike is expected, but will they hike rates by 75bps? Headline inflation is surging, but will the Fed decide to…
Silver set to soar on surging inflation
Last Friday markets were shocked with the latest inflation print showing that inflation in the US was continuing to track even higher. Investors are now growing more and more concerned that inflation may be here to stay like it did…
Can oil make further gains in June?
Crude oil has gained to start the week as Saudi Arabia demonstrated its confidence in oil demand with a larger than expected price increase in Asia. Saudi Aramco increased its prices to Asia for July by raising its light crude…
Gold and metals under the seasonal magnifying glass
Article in German Dear Investor, Gold under the seasonal magnifying glass The chart below shows you the seasonal course of gold prices. Unlike standard charts, it does not show the price over a certain period of time, but rather the…
Hey ho silver!
One of the key data points for US policy is set to be released on Wednesday 11 may at 13:30. That is the US inflation data. The headline is expected to come in at 8.1% y/y and the core reading…
Biden boosts oil prices!
Last week President Biden announced a plan to buy 60mln barrels of crude oil as the first step in a years long process aimed at replenishing America’s shrinking emergency oil reserves. This immediately sent crude prices higher. This is meant…
Will Russian action support Natural Gas seasonal strenth?
Russia has told ‘unfriendly’ foreign countries that they need to start paying for gas in roubles or else it will cut their supplies. Although the payments for gas will not be paid by European buyers until Mid May the anxiety…
Is copper mispricing Russian risk?
According to Goldman Sachs copper might be mispricing ‘Russian supply risk’. The disorderly moves seen in Nickel have so far missed the copper markets as markets expects Russia’s 4% of global production of copper to be absorbed by world markets.…