Commodities Overview Chart Pack Supply takes centre stage Supply factors played a key role in the movement of many commodity prices in July. Most importantly, the price of WTI has risen towards the price of the global benchmark, Brent crude, as logistical... 1st August 2013 · 1 min read
Commodities Overview Chart Pack Negative sentiment towards gold looks overdone Commodity prices mostly fell further in June, with gold being hit particularly hard by (premature) fears of an early end to the support from global monetary policy. Industrial commodities were also... 1st July 2013 · 1 min read
Commodities Overview Chart Pack Growth mix fails to help commodities Signs of stronger growth in the US have failed to boost commodities, due in part to the likelihood that the Fed will start to scale back its asset purchases under QE3 sooner than it might otherwise... 3rd June 2013 · 1 min read
Commodities Overview Chart Pack Commodity and equity markets diverge further The prices of most major commodities fell in April due to growing concerns about the health of the global economy (and the early signs are that this weakness is continuing, for much the same reasons... 1st May 2013 · 1 min read
Commodities Overview Chart Pack Corn leads commodities lower as demand disappoints The collapse in the prices of US grains has received the most attention recently, but commodity prices in general continued to fall in March. The main drivers of this weakness were worries about the... 3rd April 2013 · 1 min read
Commodities Overview Chart Pack New Year rally comes to an abrupt end Commodity prices fell back in February due to worries about the global economy, renewed tensions in the euro-zone and fears of an early halt to QE in the US. These factors were reflected in a stronger... 4th March 2013 · 1 min read
Commodities Overview Chart Pack Upbeat start to the year Further signs of an improvement in the Chinese economy, combined with data indicating that the euro-zone will probably fare better in Q1 than in Q4 2012, have helped to lift commodity prices so far in... 4th February 2013 · 1 min read
Commodities Overview Chart Pack Bullish headlines conceal underlying weaknesses The performances of many commodity prices have been more nuanced than the headlines might suggest. This is clearest in the case of agriculturals, where far more attention is still being paid to the... 3rd January 2013 · 1 min read
Commodities Overview Chart Pack Industrial metals recover, but upside looks limited Metals prices rallied in November, helped by the general improvement in market sentiment and some better economic data from China. However, global sentiment remains fragile and China’s recovery still... 3rd December 2012 · 1 min read
Commodities Overview Chart Pack Prices start to fall to more sustainable levels Commodity prices mostly declined last month, led by the industrial metals most sensitive to macroeconomic and financial conditions. The main exception was US natural gas, whose price recovered further... 1st November 2012 · 1 min read
Commodities Overview Chart Pack Boost from QE3 already starting to fade Confirmation of the launch of QE3 by the US Fed appears to have marked at least a temporary peak in many commodity prices, with the focus quickly returning to the underlying weaknesses in economic and... 1st October 2012 · 1 min read
Commodities Overview Chart Pack Support from QE3 to be short-lived Commodity prices were supported in August by expectations of additional quantitative easing in the US, but economic activity has remained weak or even worsened. Yet more purchases of US Treasuries or... 3rd September 2012 · 1 min read
Commodities Overview Chart Pack Holding out for a hero Commodity markets appear to be banking on some unlikely heroes among policy-makers to turn the global economy around quickly and save the euro. However, with midnight fast approaching, any action has... 31st July 2012 · 1 min read
Commodities Overview Chart Pack End-June rally on shaky ground June’s price volatility offered something for everyone, with several key commodities seeing unusually large moves either up or down, and, in the case of oil, both over the course of the month. This... 2nd July 2012 · 1 min read
Commodities Overview Chart Pack May's meltdown The prices of industrial and agricultural commodities were hit hard in May by the escalating crisis in the euro-zone and worries over demand from China (as we had anticipated). In particular, oil fell... 31st May 2012 · 1 min read
Commodities Overview Chart Pack Searching for direction Commodity prices as a whole were little changed in April. The drought-related rise in soybean prices has drawn some media interest, but this was more than offset by falls for other agriculturals... 1st May 2012 · 1 min read