Recession fears scare commodities again & World Banks forecasts major drop
In its latest Commodity Markets Outlook report the World Bank said last week that global commodity prices are expected to decline this year at the...
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Don’t Get Fooled by the Tight Inventory Narrative - Economic Situation Continues to Worsen
If you want to be precise - you could even make the case that excessive lows in the LME copper inventory data actually mark cyclical highs in the...
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Between Chilean Copper Woes & Brazilian Sugar Rush
As the new season commences in April, Brazil is predicted to manufacture 40.3 million tonnes of sugar, marking the second highest yield ever recorded.
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Scary: Oil market business conditions are worsening fast - due to policy mistakes
Oil businesses fear lower prices and a shortage of workers The quarterly Dallas FED Energy survey showed some pretty interesting result.
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Goldman Sachs jumps back into the supercycle boat // Trafigura CFO sees more Volatility ahead
Goldman Sachs jumps back into the supercycle boat Goldman Sachs expects a commodities supercycle driven by China and the capital flight from energy...
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