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[20 Feb 2017 | Inga kommentarer | ]
Oil: US supply response to weigh on prices

Oil: US supply response to weigh on prices
While the market has greeted OPEC’s 90% compliance rate with its new quota with a lot of enthusiasm, we believe that rising US production will continue to weigh on oil prices and limit WTI oil to US$55/bbl in the first half of the year, US supply response to weigh on prices.
As oil prices have stabilised in the US$50-55/bbl region since December 2016, oil production in the US has surged. Rig counts in the US have risen 85% since the low was reached in …

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[20 Feb 2017 | Inga kommentarer | ]
Oil: US supply response to weigh on prices

Oil: US supply response to weigh on prices
While the market has greeted OPEC’s 90% compliance rate with its new quota with a lot of enthusiasm, we believe that rising US production will continue to weigh on oil prices and limit WTI oil to US$55/bbl in the first half of the year, US supply response to weigh on prices.
As oil prices have stabilised in the US$50-55/bbl region since December 2016, oil production in the US has surged. Rig counts in the US have risen 85% since the low was reached in …

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[20 Feb 2017 | Inga kommentarer | ]
Safe havens under the spotlight amid political uncertainties

Safe havens under the spotlight amid political uncertainties
ETF Securities Weekly Flows Analysis – Safe havens under the spotlight amid political uncertainties

Strong inflows of US$141mn in gold ETPs amid political uncertainties driving market sentiment while improving auto sales triggered inflows in platinum ETPs.
Inflows in robotics themed ETFs in February rose to US$80mn as prices reach new highs every week.
US$22mn inflows in industrial metals ETPs as investors question Indonesia’s plans to relax the ban on ore exports.

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Strong inflows into gold ETPs amid political uncertainties driving market sentiment. Gold …

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[20 Feb 2017 | Inga kommentarer | ]
Investors remain bullish on commodities

Investors remain bullish on commodities
Commodity Monthly Monitor – Investors remain bullish on commodities
Your reference guide to commodity markets. Includes the latest outlook for each commodity sector and major developments for individual commodities.
Summary

Cocoa surplus drives record shorts.
Policy continues to dictate industrial metal prices.
A short-term pull-back in oil should precede gains if capex cuts bite later this year.
Precious metals prices re-ignited by inflation and political risks.

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Aggregate net speculative positioning across all commodities hit a record high last month, highlighting the strength of bullish sentiment toward the asset class.Consumer price …

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[20 Feb 2017 | Inga kommentarer | ]
Investors need to learn to sit on their hands

Investors need to learn to sit on their hands
Robin Powell & Barry Ritholtz/ The Big Picture – Investors need to learn to sit on their hands
Hello there. It’s deeply ingrained in the human psyche that taking action is a positive thing. And in many cases it is. But successful investing usually entails the very opposite — in other words, discipline and self-restraint, feeling comfortable with doing nothing.
Here’s Barry Ritholtz, one of the most popular investment bloggers in the United States.
I began as a trader and I sat next to a …

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[19 Feb 2017 | Inga kommentarer | ]
Gold Supported by Cracks in Market Confidence

Gold Supported by Cracks in Market Confidence
Say Hello to the New Market Obsession
Gold Supported by Cracks in Market Confidence. Since the financial crisis of 2008-2009, markets have been obsessed with what the Federal Reserve does or doesn’t say or do. This past January, the Fed was relatively quiet, giving no indications of an early year rate increase. This silence has forced the markets to find a second obsession: The Trump Administration. It appears as if there will be at least four more years of obsessing over President Trump’s actions and …