Whack A Mole - The Saga Of The Dollar And Commodity Prices
Andrew Hecht - at Seeking Alpha - Tue Feb 03, 6:30AM CST
DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), SINF: 47.80 (unch), RGRC: 18.39 (+0.01), DYY: 3.95 (+0.15), UUPT: 29.68 (-0.04), COMT: 41.61 (+0.43), UUP: 24.91 (-0.01), USDU: 27.70 (unch), RINF: 30.25 (+0.05), FTGC: 25.57 (+0.26), FINF: 42.47 (-0.64), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), PDBC: 20.92 (+0.30), INFL: 39.28 (+0.47), UINF: 27.79 (+0.01), UDN: 22.76 (+0.03), FORX: 44.02 (+0.09), DPU: 11.22 (unch), UDNT: 10.42 (-0.02), DEFL: 58.00 (unch), BCM: 32.35 (+0.42)
Patience - The Fed That Called Wolf
Andrew Hecht - at Seeking Alpha - Tue Feb 03, 6:00AM CST
DBC: 18.30 (+0.20), VGK: 54.96 (+0.18), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (+0.47), EU: 20.54 (-0.08), FXE: 112.16 (-0.15), UINF: 27.79 (+0.01), BCM: 32.35 (+0.42), DEFL: 58.00 (unch), RINF: 30.25 (+0.05)
ISM Commodity Survey Hits Half Decade Low
Bespoke Investment Group - Seeking Alpha - Mon Feb 02, 11:08PM CST
With the strength in the dollar and plunging commodity prices, the Prices Paid component of Monday's ISM report fell to its lowest level since early 2009. Within the report, we also saw a major decline in the number of commodities that rose in...
FTGC: 25.57 (+0.26), DDP: 41.94 (-2.87), DBC: 18.30 (+0.20), SBV: 27.97 (+0.56), DEE: 58.48 (unch), USCI: 47.48 (+0.44), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), RGRC: 18.39 (+0.01), PDBC: 20.92 (+0.30), COMT: 41.61 (+0.43), DPU: 11.22 (unch), BCM: 32.35 (+0.42)
Research Charts: ECB And Commodities
Joseph Calhoun - Seeking Alpha - Sun Feb 01, 6:24AM CST
By Douglas R. Terry From strategic research partner MRB… with Alhambra's added commentary. QE is primarily a signaling device to demonstrate policymakers' commitment to fostering the recovery and sustaining a cohesive monetary union. The...
DJP: 29.74 (+0.44), FEZ: 38.50 (+0.17), VGK: 54.96 (+0.18), DBEU: 28.01 (+0.11), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), FIEU: 115.69 (+1.37), FEP: 31.22 (+0.12), FEUZ: 32.37 (+0.11), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), IEUR: 45.70 (+0.01), UPV: 47.14 (+0.37), FEU: 35.83 (+0.27), CMD: 86.14 (-4.53), EPV: 56.50 (-0.44), HEDJ: 61.99 (+0.12), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), DBEZ: 27.78 (+0.08), ESTX: 46.67 (+1.43), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), HEZU: 27.28 (+0.10), CSCR: 15.31 (unch), DPU: 11.22 (unch), ADRU: 23.27 (+0.13), DBC: 18.30 (+0.20), GSC: 30.23 (+0.46), USCI: 47.48 (+0.44), FEEU: 111.93 (+1.22), EURL: 33.01 (+0.29), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), EZU: 38.29 (+0.09), GSG: 21.18 (+0.43), SBEU: 25.60 (+0.47), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), IEV: 44.50 (+0.15), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
Good News And Bad News On The Commodity Downturn
Cam Hui, CFA - Seeking Alpha - Thu Jan 29, 6:50AM CST
I've been thinking a lot about the latest on oil as it continues to crater. Are falling prices reflective of oversupply or weak demand? What are the implications for the global growth outlook? On one hand, its weakness could be attributable to...
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
ECB QE And Commodities: ECB Action Sets The Stage For 2015
Andrew Hecht - at Seeking Alpha - Tue Jan 27, 5:18AM CST
FXCH: 78.58 (unch), JYN: 48.15 (unch), CNY: 42.61 (-0.11), ULE: 17.62 (-0.02), DEE: 58.48 (unch), USDU: 27.70 (unch), UBM: 14.75 (-0.30), RJZ: 8.02 (+0.08), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), ERO: 43.16 (unch), DRR: 55.92 (-0.18), HEVY: 28.73 (unch), USCI: 47.48 (+0.44), BOM: 16.87 (+0.17), GLTR: 63.73 (+0.76), UUP: 24.91 (-0.01), BOS: 24.00 (-0.10), DDP: 41.94 (-2.87), WITE: 34.95 (+0.83), EUFX: 42.41 (+0.07), FORX: 44.02 (+0.09), BCM: 32.35 (+0.42), CMDT: 42.09 (+0.57), URR: 19.48 (+0.08), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), EUO: 24.16 (+0.03), JJP: 59.02 (+0.73), BDG: 16.45 (-0.66), FTGC: 25.57 (+0.26), YCL: 14.33 (+0.04), JJM: 25.82 (-0.10), BDD: 6.71 (-0.30), YCS: 87.47 (-0.07), PDBC: 20.92 (+0.30), BLNG: 34.06 (unch), UDNT: 10.42 (-0.02), DPU: 11.22 (unch), DBB: 15.26 (unch), DBC: 18.30 (+0.20), USMI: 19.72 (+0.30), RGRC: 18.39 (+0.01), UUPT: 29.68 (-0.04), FXY: 81.87 (+0.09), RGRI: 20.14 (unch), RGRP: 18.01 (+1.01), SBV: 27.97 (+0.56), DBP: 38.44 (+0.36), CYB: 25.18 (+0.03), UDN: 22.76 (+0.03)
Fitch Completes Review of Canadian Banks
Business Wire - Fri Jan 23, 3:02PM CST
Fitch Ratings has affirmed the ratings of the seven largest Canadian banking institutions by assets (referred to as Canadian Banks) following a peer review committee. The seven financial institutions included in this peer review are Bank of Montreal (BMO; rated 'AA-/F1+'
BMO: 63.14 (+0.31), BCM: 32.35 (+0.42)
Fitch Affirms Canadian Imperial Bank of Commerce's Ratings at 'AA-/F1+'; Outlook Stable
Business Wire - Fri Jan 23, 2:41PM CST
Fitch Ratings has affirmed Canadian Imperial Bank of Commerce's (CIBC) long- and short-term Issuer Default Ratings (IDRs) at 'AA-' and 'F1+' respectively. The Rating Outlook is Stable.
BCM: 32.35 (+0.42)
Money, Commodities, Balls, And How Much Deflation Is Enough?
The Inflation Trader - Seeking Alpha - Fri Jan 23, 4:44AM CST
Money: How Much Deflation is Enough? Once again, we see that the cure for all of the world's ills is quantitative easing. Since there is apparently no downside to QE, it is a shame that we didn't figure this out earlier. The S&P could have been...
USO: 19.62 (+0.44), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), SINF: 47.80 (unch), RGRC: 18.39 (+0.01), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), RINF: 30.25 (+0.05), FTGC: 25.57 (+0.26), FINF: 42.47 (-0.64), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), GLD: 117.98 (+0.64), PDBC: 20.92 (+0.30), INFL: 39.28 (+0.47), UINF: 27.79 (+0.01), DPU: 11.22 (unch), DEFL: 58.00 (unch), BCM: 32.35 (+0.42)
A Year Of Living Dangerously: Currencies And Commodities In 2015
Andrew Hecht - at Seeking Alpha - Wed Jan 21, 5:10AM CST
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), CCX: 16.93 (+0.10), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
ETF Deathwatch For January 2015: The Year Begins At 322
Ron Rowland - Seeking Alpha - Tue Jan 20, 3:37PM CST
ETF Deathwatch begins 2015 with 322 products on the list, consisting of 222 ETFs and 100 ETNs. Fourteen names joined the lineup this month and nineteen exited. Just nine came off due to improved health, while the other ten met their death and no...
SOYB: 20.03 (+0.20), SZO: 60.00 (-4.31), HEFA: 26.82 (+0.18), FDTS: 32.74 (+0.32), RTR: 37.27 (+0.45), PEX: 40.72 (+0.27), MLPJ: 14.60 (+0.16), FMB: 51.97 (-0.03), BCM: 32.35 (+0.42)
New Commerce Split: Monthly Dividend Declared for Class I and Class II Preferred Shares
Marketwired - Tue Jan 20, 8:07AM CST
New Commerce Split (the "Company"
BCM: 32.35 (+0.42)
Little Update On Commodity Re-Thunk
The Inflation Trader - Seeking Alpha - Wed Jan 14, 5:18AM CST
Reading some of the comments people have posted in various places, I thought it would make sense to spend the time to re-create the projected-index chart in the prior article , but using something approximating GSCI weights. The GSCI is...
FTGC: 25.57 (+0.26), DDP: 41.94 (-2.87), DBC: 18.30 (+0.20), SBV: 27.97 (+0.56), DEE: 58.48 (unch), USCI: 47.48 (+0.44), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), RGRC: 18.39 (+0.01), PDBC: 20.92 (+0.30), COMT: 41.61 (+0.43), DPU: 11.22 (unch), BCM: 32.35 (+0.42)
Commodities Re-Thunk
The Inflation Trader - Seeking Alpha - Wed Jan 14, 1:38AM CST
I want to talk about commodities today. To be sure, I have talked a lot about commodities over the last year. Below I reprise one of the charts I have run in the past (source: Bloomberg), which shows that commodities are incredibly cheap compared to...
USO: 19.62 (+0.44), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), RGRC: 18.39 (+0.01), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), FTGC: 25.57 (+0.26), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), GLD: 117.98 (+0.64), PDBC: 20.92 (+0.30), DPU: 11.22 (unch), BCM: 32.35 (+0.42)
Whither Chinese Commodity Demand? Your Guess Is As Good As Mine
Craig Pirrong - Seeking Alpha - Wed Jan 07, 1:35AM CST
Commodities are down broadly: Oil gets the headlines, but most major commodities - especially industrial commodities - are down, with iron ore leading the pack. The main driver is Chinese demand: perhaps it's more accurate to say that the main brake...
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
Short commodity trade getting crowded?
Seeking Alpha - at Seeking Alpha - Fri Jan 02, 8:27AM CST
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
Commodities closing out year with thud
Seeking Alpha - at Seeking Alpha - Wed Dec 31, 1:17PM CST
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
Chart Of The Day: Commodities Make A 20 Year Roundtrip
Cullen Roche - Seeking Alpha - Tue Dec 23, 6:27AM CST
How bad has the bear market in commodities been? After a 16% decline year to date and a 35%+ decline since the 2011 high, the CRB Commodity Index is now at a multi-decade low. It's actually a surprisingly poor return given that commodities tend to...
DJP: 29.74 (+0.44), DEE: 58.48 (unch), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), COMT: 41.61 (+0.43), CSCB: 13.91 (unch), CMD: 86.14 (-4.53), FTGC: 25.57 (+0.26), GSP: 20.69 (+0.45), UCI: 16.19 (+0.19), PDBC: 20.92 (+0.30), UCD: 12.96 (+0.57), CSCR: 15.31 (unch), DPU: 11.22 (unch), GSC: 30.23 (+0.46), DBC: 18.30 (+0.20), USCI: 47.48 (+0.44), RGRC: 18.39 (+0.01), RJI: 6.26 (+0.09), GSG: 21.18 (+0.43), DJCI: 19.22 (+0.28), DDP: 41.94 (-2.87), SBV: 27.97 (+0.56), LSC: 6.02 (+0.03), GCC: 22.46 (+0.23), BCM: 32.35 (+0.42)
Investment Perspectives On The State Of Commodities
Brian Haskin - Seeking Alpha - Tue Dec 23, 2:40AM CST
A new whitepaper from Marquette Associates looks back at developments in the commodities markets over the past year, and offers a look ahead into 2015. The paper was written by Olu Rosanwo, a CAIA and Senior Research Analyst of Real Assets for...
FTGC: 25.57 (+0.26), DDP: 41.94 (-2.87), DBC: 18.30 (+0.20), SBV: 27.97 (+0.56), DEE: 58.48 (unch), USCI: 47.48 (+0.44), CMDT: 42.09 (+0.57), DYY: 3.95 (+0.15), RGRC: 18.39 (+0.01), PDBC: 20.92 (+0.30), COMT: 41.61 (+0.43), DPU: 11.22 (unch), BCM: 32.35 (+0.42)