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…
commodities
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.…
Inflation Fear: How to Benefit From the Best Season of Copper
Article in German Dear Investor, Prices are rising and rising, and many analysts fear that interest-sensitive sectors, such as technology stocks, could come under pressure. At Seasonax, therefore, we also look at the seasonality of commodities and commodity stocks –…
Are oil prices now set to slide?
The recent surge in oil prices has been driven by the Russian/Ukraine crisis. This means that over the medium term the current rise in oil prices do not look very sustainable, especially if those high prices start to weigh on…
Does the Golden Autumn Start a Gold Rush?
Article in German Dear Investor, In recent months, many commodities have seen marked rises. On the other hand, precious metals have lagged behind. However, in view of this commodity boom, you may be asking if gold will in fact follow…
Inflation threat: is gold seasonality favorable as well?
Article in German Dear Investor, There was a strong increase in recently released US inflation data. They exceeded expectations four times in a row and most recently stood at 5.4 percent. High inflation rates are a good reason to consider…
Seasonal Patterns in Commodities
Article in German Dear Investor, Over the past several months there have been spectacular rallies in numerous commodities, from copper to crude oil to soybeans. In light of this many investors are wondering how they can optimally exploit the striking…
Fifty Shades of Silver
Dear Investor, Silver is the one of the most versatile elements we know and there are definitely more than 50 shades that are used for many different purposes. For as long as we can remember it has been used for…