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All quiet on the UK high street.

All quiet on the UK high street.

🕔15:07, 22.jan 2020

In Credit

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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Supply begets demand

Supply begets demand

🕔14:59, 16.jan 2020

In Credit 13 JANUARY 2020 Macro / government bonds The rise (and subsequent fall) in tensions and combative rhetoric in the Middle East has been the key driver for ‘risk ‘free’ assets such as core government bonds. All in all, bonds

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Energy Monitor: OPEC fails to convince

Energy Monitor: OPEC fails to convince

🕔12:01, 18.dec 2019

Last week, the OPEC has decided, together with her partners (combined OPEC+), to increase its production cut agreement. The existing agreement to lower crude production by 1.2 million barrels per day (mb/d) was raised with another 503 kb/d to a

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Slowdown in the subcontinent

Slowdown in the subcontinent

🕔13:50, 7.dec 2019

In Credit 2 DECEMBER 2019  The Thanksgiving holiday meant it was a shorter and quieter week in core bond markets with little discernible direction. It was also a light week for data releases or political developments. In the US, the Chicago

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Commodities wait while equities rally

Commodities wait while equities rally

🕔09:33, 5.dec 2019

Commodity Monthly Monitor We are still waiting for a confirmation of a “phase one” deal between US and China, with the term only really being used by the US. In the absence of a deal, we could see US tariffs

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Latin America’s socio-economic turmoil follows the region’s structural decline

Latin America’s socio-economic turmoil follows the region’s structural decline

🕔09:59, 2.dec 2019

Key points Latin America’s struggling. Since the end of the commodity-fuelled economic boom six years ago, economic stagnation has set in across the region. Subdued growth and generally high levels of inequality have translated into increased political volatility. These events

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Softs Asia remains important growth market for cocoa, sugar and coffee

Softs Asia remains important growth market for cocoa, sugar and coffee

🕔14:02, 20.nov 2019

Asia remains an important growth market for cocoa, sugar and coffee and demand on this continent will grow the most in the coming years. China and India account for a particularly large share of the demand. Although demand is increasing

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BRICS Economies & Commodities in the Spotlight

BRICS Economies & Commodities in the Spotlight

🕔12:33, 18.nov 2019

An Emerging Commodity Coalition Why this report? Regardless of size in global GDP, the BRICS are responsible for almost half of consumption and production of commodities. This makes BRICS an interesting topic to address. But the BRICS will face some

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Commodity price trends remain mixed in the short term

Commodity price trends remain mixed in the short term

🕔07:30, 15.nov 2019

 Over the past month, the CRB index rose by almost 2%, which was mainly due to the price gains in oil and gas. Going forward, higher geopolitical tensions could push prices higher. Industrial metal prices remained soft, while precious metal

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Consider This

Consider This

🕔18:50, 11.nov 2019

On the Markets As we head toward the end of the third quarter, I can’t help but think it feels very similar to last year in many ways. The S&P 500 is trading right where it was a year ago, near its all-time

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Late cycle investing

Late cycle investing

🕔18:22, 11.nov 2019

Quarterly Investment Strategy Fourth Quarter 2019 We continue to recommend being cautious though not necessarily bearish. The global expansion is very mature and at the same time, global growth has slowed significantly compared to last year. Additionally, an elevated number

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Geopolitical clouds start to clear

Geopolitical clouds start to clear

🕔15:35, 6.nov 2019

In Short While some data misses continue, especially in manufacturing and in Europe, we believe that economic releases are pointing towards a stabilization in growth. Optimism is spreading that the worst may be behind us, thanks to improvements in the

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Industrial Metals Insights Economic turmoil affects metal prices

Industrial Metals Insights Economic turmoil affects metal prices

🕔11:11, 24.okt 2019

Prices in metal markets are heavily influenced by cyclical trends Base Metals: weakening global economic growth is dampening prices Steel: output is high with weak manufacturing demand, particularly for cars Steel (raw materials): cheapest types of iron ore remain popular

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What Warren Buffet got wrong about gold

What Warren Buffet got wrong about gold

🕔07:58, 16.okt 2019

Legendary investor Warren Buffett’s much-quoted dismissal of the investment merits of gold is simple: the metal is “neither of much use nor procreative.” But the Oracle of Omaha has got this wrong. We believe that contrary to Warren Buffett’s complaints

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Abqaiq Attack A Turning Point In The Oil Market

Abqaiq Attack A Turning Point In The Oil Market

🕔08:58, 14.okt 2019

The largest oil supply disruption on record The attacks on the Abqaiq and Khurais oil facilities in Saudi Arabia on 14 September triggered the largest oil market disruption on record. The attacks caused 5.7mbd of Saudi production to be shut

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After the Saudi Attack, Is There Opportunity in Oil Futures?

After the Saudi Attack, Is There Opportunity in Oil Futures?

🕔07:36, 10.okt 2019

The first reports from Saudi Arabia after drone attacks on its key Abqaiq and Khurais oil fields seemed grim. About half of Saudi production was lost, and the drones inflicted significant damage on two key types of equipment: spheroids and

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Is oil’s relationship with energy stocks slipping?

Is oil’s relationship with energy stocks slipping?

🕔15:51, 9.okt 2019

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening? Typically, the US energy sector trades in tandem with oil prices. The sector is largely made up of

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Monthly Commodity Insights –  …price forecasts for commodity markets

Monthly Commodity Insights – …price forecasts for commodity markets

🕔08:36, 4.okt 2019

Weaker economic drivers limit upside commodity prices After a drop below 170 in August, the CRB-index recovered to 180. The main driver was higher WTI crude prices, which account for 23% of the index. We expect more range trading in

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Goud wint aan terrein te midden van onzekerheid

Goud wint aan terrein te midden van onzekerheid

🕔14:30, 30.sep 2019

Onzekerheid troef terwijl de goudprijs recordhoogtes bereikt De handelsspanningen zijn handelsoorlogen geworden en de handelsoorlogen dreigen valuta-oorlogen te worden. Op 26 augustus bereikte de goudprijs zijn hoogste punt in zes jaar: 1.555 USD per ounce. De markten reageerden hiermee op

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Base Metals Uncertain

Base Metals Uncertain

🕔10:10, 13.sep 2019

A diverse picture has emerged in base metals markets. The prices of aluminium, copper and zinc are now relatively low, while the price of nickel has risen to new heights. Clearly, the uncertain macroeconomic climate is having a depressing effect

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Will silver continue to catch up?

Will silver continue to catch up?

🕔17:04, 3.sep 2019

Since the start of this year silver prices have risen 10% versus the US dollar and 13% versus the Chinese yuan and the Indian rupee. Despite the strong rise in silver prices, their overall performance has been rather disappointing. Gold

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Is platinum the new gold?

Is platinum the new gold?

🕔12:22, 3.sep 2019

From the start of this year to 5 July, platinum prices underperformed palladium prices and gold prices by a wide margin, with only silver price performing worse. Since July, silver prices have caught up with gold prices, outperforming all other

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Energy Monitor 20 August 2019

Energy Monitor 20 August 2019

🕔12:27, 23.aug 2019

Henry Hub Natgas prices under pressure based on high supply US Henry Hub Natgas prices have been under pressure since 2005. One reason is that in recent years US gas production has been on the rise. Not only the traditional

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Oil prices revised lower

Oil prices revised lower

🕔07:40, 15.aug 2019

Lower economic growth leads to slower growth of global oil demand Due to the new escalation of the trade war between the US and China an agreement seems to be further away than ever. The import taxes have a negative

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Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

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