You are here: Home > Videos
Archive | Videos RSS feed for this section

Euro-Zone Optimism Keeps Equities Up Overnight

by on October 26, 2011

Stocks seems to believe the EU will get its act together. Gold however, is acting like a flight-to-quality investment.

A “Buy The Rumor” Mentality Lending Support the Market

by on October 24, 2011

Bit of a “risk-on” feeling to the markets this morning. Reasons why are unclear with things being uncertain as the size and type of the EU package. Good numbers out of China and Europe and a better than last month Chicago Fed’s National Activity index also helping support the markets.

Corn showing strength this morning off strong ethanol production and export sales. Also, some news there are some problems with rice production and some damage to warehouse stocks.

Payrolls Better Than Expected

by on October 7, 2011

Economy may not be as bad as feared with the payroll report being better than expected. While not an indication that things are great, things may not be as recessionary as feared. If you removed the over all fear of global economic mayhem, physical commodities should start trading on their own fundamentals.

Supportive News Out of EU; China Corn Production Concerns Support

by on October 5, 2011

A bit of an exhale on the European debt crisis with news of a plan that would attempt isolate the problems. Bernanke warns of weak US economy, but promises to support the economy if necessary. This tamped down flight-to-quality buys of bonds and precious metals. Some private jobs numbers out this week ahead of the US numbers Friday. The corn markets seems to have found some support from production concerns out of China and US acreage reductions.

Euro Zone Woes Continue

by on October 3, 2011

The Euro-Zone Debt problems continue to be the “gift that keeps on giving” with Greece saying that it will not be able to meet it’s financial targets. US numbers last week were better than expected. Physical commodities are under some pressure, but gold and silver have moved back to a flight-to-quality role again.

 

 

Equity Indexes are Weaker; US Dollar Higher; Metals Back to Flight to Quality

by on September 30, 2011

Slides in many equity indexes are showing a return to slowing economic conditions.  Slowing numbers out of EU add to that sentiment. Precious metals may be returning to a “flight-to-quality” role with the inverse relationship with equities returning. Grain markets have some critical numbers this morning with focus on tightening supplies and concerns about ongoing demand.

Favorable Vote out of Germany; Commodities May Get a Lift

by on September 29, 2011

At least in the early going there is a tamping down of the EU crisis with the favorable vote from the Germany. The trade may be thinking, however, that the damage has already been done. Markets may turn now to the US situation and the struggles the Debt Committee is having achieving its goals.

Physical commodities may get a slight lift today with a weaker Dollar and reduced uncertainty out of Europe. There doesn’t seem to be much conviction and a return to September lows is a possibility.

Plans Out of the EU Providing a Lift

by on September 27, 2011

Quite a change over the last 24 hours. It seems that the September wash-out in commodities has, at least temporarily, run its course.

Something of a “Risk On” Tilt but General Outlook not Improving

by on September 26, 2011

Something of a “risk on” mentality this morning. Gold, Silver, Platinum and other physical commodities saw big range down moves over night, but are trading above those lows.  This could be in response to the hope of moves by the EU to prevent collapse. However, the overall economic outlook has not improved.

Weakness to Start the Day and not Much Confidence

by on September 23, 2011

Meetings of the G20, IMF and World Bank gave a lift to equities overnight, but quickly eroded. Most physical commodities are weak and we would expect that to continue until some positive and convincing news on how to handle the EU and US situations surfaces.

← Older posts