Precious Metals Update Platinum price to rally as industry braces for strikes The platinum price is set to recover in 2016 as production in South Africa contracts, necessitating a draw-down in the abundant above-ground stocks. We believe that there is a renewed risk of strike... 19th February 2016 · 1 min read
Metals Focus When will metals shine again? The combination of falling supply and stronger demand should set the scene for a recovery in the prices of many industrial metals this year. Meanwhile, although gold will struggle to make further... 17th February 2016 · 1 min read
Commodities Update Weaker dollar supports commodity prices It has been a quiet few weeks for news from China, as disruption associated with the Lunar New Year holiday has made it difficult to determine exactly how the economy has fared so far this year... 16th February 2016 · 1 min read
Industrial Metals Update Precious metals regain their lustre After a weak start to the year, precious metals prices surged last month, bolstered by a weaker US dollar. Gold and silver continued to benefit from safe-haven demand as global equity prices tumbled... 16th February 2016 · 1 min read
Commodities Weekly Resilience of industrial commodity prices reassuring Given the negativity in global equity markets, the relative stability of industrial commodity prices (especially metals) over the last few weeks has been reassuring. Even Brent crude, while slipping... 12th February 2016 · 1 min read
Precious Metals Update Silver to outperform gold in 2016 While subdued industrial demand has been one of the main reasons behind the weakness in silver prices over the last few years, 2016 could be the turning point. Indeed, a recovery in the global... 12th February 2016 · 1 min read
India Economics Update Have the gold schemes been a success? The government’s two new schemes aimed at reducing gold imports have had mixed results in their early stages. The Gold Monetisation Scheme has attracted little interest, while the Sovereign Gold Bond... 11th February 2016 · 1 min read
Precious Metals Update 2015 World Gold Council Demand Trends In its latest World Demand Trends report, published today, the World Gold Council described a strong end to last year for gold demand, as a disappointing H1 gave way to robust growth in the second... 11th February 2016 · 1 min read
Precious Metals Update Global central banks continue to add gold to their reserves Global central banks increased their gold reserves in December, with China and Russia once again particularly active. We expect further official purchases to continue to be one of several factors... 10th February 2016 · 1 min read
Commodities Weekly Commodity prices rally on dollar weakness A visitor from Mars might have been confused by the responses of commodity markets to US economic data in the past few days. Prices jumped in dollar terms after the publication on Wednesday of a weak... 5th February 2016 · 1 min read
Metals Data Response US silver imports and exports (Nov.) US exports of semi-manufactured silver remained subdued in November, consistent with the weakness of global industrial demand at the time. In contrast, investors continued to buy into falling prices... 5th February 2016 · 1 min read
Metals Chart Pack Gold shines on global woes Precious metals’ performances continued to diverge in January. The prices of gold and silver rallied on the back of safe-haven demand following the recent turmoil in global equity markets. In contrast... 3rd February 2016 · 1 min read
Precious Metals Update Why isn’t gold doing even better? The further gains in the price of gold today (to a high of $1,140 per ounce) are consistent with the relatively positive view we have had on the precious metal for some time. However, we are in no... 3rd February 2016 · 1 min read
Commodities Chart Pack Oil drags commodities lower, but gold shines It was a poor start to the year for commodities with the prices of energy, industrial metals and agricultural commodities all falling owing to persistent concerns about Chinese demand and continued... 1st February 2016 · 1 min read
Commodities Outlook Oil to lead a broad-based recovery Despite the rally in the oil market at the end of January, the big picture over the last few months has of course been one of further sharp falls in the prices of most industrial commodities. What's... 1st February 2016 · 1 min read
Commodities Weekly Further rally in oil price may need stronger foundations This week’s big story has, of course, been the rebound in oil prices (to nearly $35pb) on unconfirmed reports that Russia and OPEC may finally be willing to agree coordinated cuts in output. We are... 29th January 2016 · 1 min read
