Commodities - General News 03 (Jul 14 - Dec 18)

Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Wed Dec 06, 2017 9:33 pm

Jeffrey Gundlach says it's a good time to buy commodities

"We're right at that level where in the past you would have wanted commodities instead of stocks," DoubleLine CEO Gundlach says.

He notes that commodity prices stopped falling in 2016 and the global economy is "definitely hanging in there." He does not see a recession likely for at least the next six months.

Gundlach also says the falling yield curve between the 2-year and 10-year Treasury yield is "getting to the point where it's worth watching."

by Evelyn Cheng & Liz Moyer

Source: CNBC

https://www.cnbc.com/2017/12/05/jeffrey ... yptr=yahoo
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Fri Dec 08, 2017 7:35 pm

Commodities Crumble Again as China Alarm Bells Sink Metals

By Grant Smith , Eddie Van Der Walt and Mark Burton

Nickel hit hardest by commodities selloff in past month
Worries over China’s cooling property market is hurting metals

The Bloomberg Commodities Index has fallen 4.2 percent in the past month, putting it on course for its sixth year of losses out of seven.

1. Expectations for a slower growth in China
2. The country’s pollution cleanup and
3. A cooling property market


1. Energy, metals and agriculture are showing losses.
2. Nickel has been hit hardest recently as the fever over electric car batteries wore off.
3. Oil traders took profits after the OPEC meeting and
4. Oversupply continued to be a headache for grain traders.
5. Expectations of higher U.S. interest rates are weighing on gold
6. American gasoline inventories jumped more than twice the amount expected


Source: Bloomberg

https://www.bloomberg.com/news/articles ... ink-metals
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Tue Dec 12, 2017 6:34 pm

Goldman Sachs Is Doubling Down on Its Bullish Commodities Call

by Pratish Narayanan

Goldman sees returns of 10 percent in 2018, driven by a market structure known as backwardation that’ll lead to a positive roll yield -- when investors sell more-valuable, expiring contracts at the end of each month and buy less-expensive futures in order to maintain their exposure.

The bank sees 15 percent returns next year from the roll yield in oil and expects other metals markets to join zinc in backwardation.

For copper, while healthy supply growth is expected in 2018 and 2019, the bank said the market is now at the end of an expansion boom, as capex investment contracted sharply after the commodity selloff in 2014. That implies that mine production is likely to decelerate after 2019.

On aluminum, Goldman sees rising odds of more supply from both inside China, mostly in areas with limited air-pollution problems, and outside of the Asian nation, making the bank bearish.


Source: Bloomberg

https://finance.yahoo.com/news/goldman- ... 20465.html
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Tue Dec 12, 2017 11:00 pm

Here's Another Reason To Be Bullish On Commodities Next Year

by Kenneth Rapoza

China’s commodities imports rose in November after a seasonal fall in October due to holidays only.

Imports of crude oil, copper, iron ore, natural gas and coal grew by 19%, 32%, 19%, 13% and 4% month over month, respectively.

Crude oil and natural gas imports rose 15% and 42%, respectively.

Copper and iron ore imports grew almost 5% and 3% on the year, keeping iron ore futures high.

Copper imports rose by 29.9% from October, but up just 1.2% on the year.


Source: Forbes

https://www.forbes.com/sites/kenrapoza/ ... 35b7354969
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Dec 14, 2017 7:59 am

Doubleline's Gundlach says commodities are best buy for 2018

DoubleLine CEO Jeffrey Gundlach says his best investment idea for the new year is investing in commodities because they're "historically, exactly where you want it to be a buy."

"I think investors should add commodities to their portfolios," Gundlach says on CNBC's "Halftime Report."

Gundlach notes commodities are just as cheap relative to stocks as they were at historical turning points, while the macroeconomic backdrop also supports the case for commodities.

by Evelyn Cheng

Source: CNBC
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Dec 28, 2017 6:56 am

How to make a fortune as the world falls apart

by Doug Casey

My guess is that they’ll repeat their actions so far. Print more money and try to take interest rates even lower. The result will be hyperinflation, or close to it. And lots of new government controls of all types.

I’m looking forward to a bubble in commodities in general (most are down 50% from the previous peak in 2011), and precious metals in particular. And not just a bubble, but a hyper bubble, in mining stocks.


Source: Casey Research

http://thecrux.com/how-to-make-a-fortun ... lls-apart/
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Wed Jan 24, 2018 7:15 pm

3 Reasons to Be Bullish on Commodities in 2018

by Casey Murphy

The Bottom Line

As the bull market stretches thin and investors grow uncertain of the future, it is natural for traders' attention to shift toward commodities such as energy and precious metals.

Based on the charts shown above, it appears as though 2018 could be the year that bullish commodity traders have been waiting for.


Source: Investopedia

https://www.investopedia.com/news/3-rea ... yptr=yahoo
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Thu Jan 25, 2018 9:01 am

Goldman Sachs: This is the best time in decades to own commodities

The current economic backdrop is creating the best backdrop to own commodities since at least 2004, says Jeffrey Currie, global head of commodities for Goldman Sachs.

History says commodities will outperform stocks this year, according to Currie.

The long-term picture for metals is stronger than for energy commodities, he says.
Tom DiChris

Source: CNBC

https://www.cnbc.com/2018/01/23/best-ti ... urrie.html
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Re: Commodities - General News 03 (Jul 14 - Dec 17)

Postby winston » Wed Jan 31, 2018 10:45 pm

DoubleLine's Gundlach still betting on commodities

"While stocks have been doing great, commodities have been doing well too," DoubleLine CEO Jeffrey Gundlach said on a webcast. There's "quite a lot of high octane [gas] in the commodities vs. stocks tank."

The investor noted Tuesday that global growth is causing demand for commodities, while the weaker U.S. dollar should also help.

"Usually when you get a bad year in the dollar, it's followed by one or two more bad years," Gundlach said.

by Evelyn Cheng

Source: CNBC

https://www.cnbc.com/2018/01/30/doublel ... yptr=yahoo
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Re: Commodities - General News 03 (Jul 14 - Dec 18)

Postby winston » Wed Feb 21, 2018 9:22 am

Broad-basket commods funds post largest net inflow in seven years

by Jennifer Ablan

The commodities category attracted $1.9 billion last month, compared with negative outflow of $186 million in December and cash inflow of $319.5 million in November.


Source: Reuters

https://www.reuters.com/article/us-fund ... US%20Money
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