RSS feedSoybeans
’Goldman says ‘it’s got riskier’ (but we still ♥ commodities)
For anyone wondering how commodities will do out of the USA(A+) downgrade, Goldman Sachs takes a stab at predicting the course of events in its Monday commodities research note.
In a nutshell, it’s going to get riskier out there,
Goldman Sachs is hot for soybeans
The latest ‘Commodity Watch’ note from Goldman Sachs continues to paint a bullish picture for most of the commodities complex in 2011 and 2012.
The usual Goldman arguments about how global growth, fueled by Asia,
China and the magic financing (soy)beanstalk
Whoah…
Did you think commodity collateral shenanigans had been rumbled and stopped by China’s authorities?
Well, seems you’d be wrong.
Bloomberg is out with a cracker of a story on Thursday,
China cools on the commodity front
You know how China has bolstered hopes for global growth, with its command-stimulus programme sucking in raw materials, supporting commodity prices and generally making the world feel better?
Well, it’s over.
How effective are speculative limits in commodities anyway?
As has been well-publicised, the Commodities Futures Trading Commission (CFTC) is considering increasing position limits in energy commodities trading, on the perception that large speculative inflows may have contributed to last summer’s epic oil price-moves.
Calm down, people – swine flu does not affect livestock
Dennis Gartman of the Gartman Letter notes on Monday morning the degree to which swine flu ‘news-telling’ itself has become something of a pandemic.
Unsurprisingly, he notes, commodity prices have been affected.