Commodities Overview Chart Pack Iran premium in oil prices climbs towards $10 Commodity prices were mostly firm last month, helped by the general improvement in investor sentiment and, in the case of crude oil, an additional premium due to tensions between the West and Iran... 2nd March 2012 · 1 min read
Commodities Overview Chart Pack New Year rally built on shaky foundations January was a better month for commodities, supported by hopes of an improvement in the global macroeconomic and financial backdrop. However, the recovery in the US economy has yet to convince even... 1st February 2012 · 1 min read
Commodities Overview Chart Pack More rollercoaster than super-cycle Commodity prices are ending 2011 with a whimper. Over the year as a whole the only major commodities to show significant increases are Brent crude and gold. Most components of the closely-watched S&P... 21st December 2011 · 1 min read
Commodities Overview Chart Pack Markets clutching at straws Commodity prices ended November little changed, thanks to the technical rebound in WTI and the recovery in risk assets generally late in the month. The markets have taken the view that the cut in the... 2nd December 2011 · 1 min read
Commodities Overview Chart Pack Fragile recovery already faltering The recovery in most commodity prices in October now seems like ancient history. The hopes generated by the apparent pick-up in Chinese demand, renewed talk of a third round of quantitative easing... 1st November 2011 · 1 min read
Commodities Overview Chart Pack Reality bites The sharp falls in commodity prices in September are a timely reminder that the health of the global economy and financial system is at least as important as developments on the supply-side. The falls... 1st October 2011 · 1 min read
Commodities Overview Chart Pack Defying gravity The slowdown in the global economy and nervousness in financial markets undermined the prices of industrial metals and oil in August. Admittedly, these prices ended the month on a more positive note... 3rd September 2011 · 1 min read
Commodities Overview Chart Pack Supply disruptions cause prices to rally Most commodity prices rose in July, especially those which had fallen sharply over the previous two months. This occurred despite weakening demand prospects. Instead, supply-side developments were a... 2nd August 2011 · 1 min read
Commodities Overview Chart Pack Supply separates the wheat from the sugar Commodity prices continued to fall in June. But while concerns about demand were the main driver in May, last month saw attention shift to the prospects for supply. This explains the divergence... 5th July 2011 · 1 min read
Commodities Overview Chart Pack Coming back down to earth Most commodity prices tumbled last month as doubts about the strength of global demand and even the Chinese economy grew. We believe these falls were fully justified by fundamentals and expect further... 1st June 2011 · 1 min read
Commodities Overview Chart Pack Risks shifting to the downside This week’s sharp falls in commodity prices of all types may have been exaggerated by wild speculation but are mostly consistent with our view of the economic fundamentals. 4th May 2011 · 1 min read