Citi: No one to fill the China gap in commodities
Seeking Alpha - at Seeking Alpha - Tue Mar 17, 7:10AM CDT
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Commodity Prices And The Dollar: Why The Dollar Could Mean An Ugly Year For Certain Raw Material Prices
Andrew Hecht - at Seeking Alpha - Mon Mar 16, 5:30AM CDT
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), USDU: 28.43 (-0.39), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), UDNT: 10.33 (-0.15), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), UUPT: 29.72 (-0.06), RJI: 5.87 (+0.10), UUP: 25.82 (-0.35), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), UDN: 21.61 (+0.26), FORX: 42.90 (-0.29), BCM: 30.62 (+0.48)
Commissioner Bart Chilton: Price Discovery In The Commodities Markets (Podcast)
Chris Martenson - Seeking Alpha - Sun Mar 08, 3:43AM CDT
The commodity markets impact almost everybody on the planet, every single day, because some derivative or variant of about everything that they consume is impacted by those prices. Whether it's a home loan, or a piece of jewelry, or a fill up at the...
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Commodities And Interest Rates: Last Week's Signals - Bearish For Raw Materials
Andrew Hecht - at Seeking Alpha - Tue Feb 24, 5:09AM CST
DJP: 28.08 (+0.39), ULE: 15.74 (+0.44), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), URR: 17.25 (+0.55), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), EUO: 26.67 (-0.88), TLT: 131.51 (+0.69), USDU: 28.43 (-0.39), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), FXE: 106.32 (+1.63), FXF: 99.75 (+1.49), CSCR: 14.06 (-0.89), ERO: 41.04 (+0.73), DPU: 10.51 (unch), DRR: 62.18 (-1.82), UDNT: 10.33 (-0.15), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), UUPT: 29.72 (-0.06), UUP: 25.82 (-0.35), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), UDN: 21.61 (+0.26), FORX: 42.90 (-0.29), EUFX: 44.64 (-0.66), BCM: 30.62 (+0.48)
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: 28.08 (+0.39), FEZ: 39.29 (+1.10), VGK: 55.87 (+1.41), DBEU: 29.69 (+0.31), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), FIEU: 119.23 (+5.93), FEP: 31.62 (+0.65), FEUZ: 32.88 (+0.78), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), IEUR: 46.52 (+1.12), UPV: 48.39 (+2.14), FEU: 36.03 (+0.69), CMD: 93.76 (-4.43), EPV: 54.01 (-2.86), HEDJ: 66.87 (+0.74), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), DBEZ: 29.79 (+0.37), ESTX: 47.80 (+1.54), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), HEZU: 29.31 (+0.39), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), ADRU: 23.48 (+0.56), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), USCI: 45.75 (+0.65), FEEU: 115.60 (+6.09), EURL: 34.21 (+2.36), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), EZU: 39.08 (+1.08), GSG: 19.51 (+0.25), SBEU: 25.31 (-0.10), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), IEV: 45.29 (+1.11), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
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: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Goldman not seeing short-term improvement for commodities
Seeking Alpha - at Seeking Alpha - Wed Jan 28, 1:57PM CST
CMD: 93.76 (-4.43), JJN: 18.44 (+0.64), DJCI: 18.23 (+0.24), DJP: 28.08 (+0.39), PALL: 75.29 (+1.12), GSP: 18.91 (+0.32), GSC: 27.76 (+0.38), NINI: 24.09 (-0.09), RJI: 5.87 (+0.10), UCD: 11.65 (+0.41), JJC: 33.04 (+1.20), GSG: 19.51 (+0.25)
A Year Of Living Dangerously: Currencies And Commodities In 2015
Andrew Hecht - at Seeking Alpha - Wed Jan 21, 5:10AM CST
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), CCX: 16.28 (unch), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
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: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Short commodity trade getting crowded?
Seeking Alpha - at Seeking Alpha - Fri Jan 02, 8:27AM CST
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Commodities closing out year with thud
Seeking Alpha - at Seeking Alpha - Wed Dec 31, 1:17PM CST
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
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: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
Crude slips again; commodities back to crisis-era lows
Seeking Alpha - at Seeking Alpha - Mon Dec 22, 10:47AM CST
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), USO: 16.43 (+0.35), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
The Commodity Supercycle Comes To An End
Wall Street Survivor - Seeking Alpha - Thu Dec 11, 2:34AM CST
What is a Supercycle? Since the turn of the century we have seen a surge in commodity prices, enough so that economists believe that we are in the midst of a commodity supercycle. The idea of a supercycle comes from the work of Nikolai Kondratiev...
DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), RGRC: 17.61 (unch), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), DJCI: 18.23 (+0.24), FTGC: 24.53 (+0.40), DDP: 46.00 (unch), SBV: 27.97 (unch), UCI: 15.35 (+0.23), LSC: 5.93 (-0.08), UCD: 11.65 (+0.41), GCC: 21.48 (+0.28), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
Commodities Dive To Record Lows, Dollar Wins Another Battle
MetalMiner - Seeking Alpha - Fri Dec 05, 1:41AM CST
By Raul de Frutos The war between the US dollar and commodities is still on and the dollar isn't giving commodities a break. Don't miss this free download of our Monthly MMI® Report , covering price trends in 10 metals markets. We commented ...
DJP: 28.08 (+0.39), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), GSP: 18.91 (+0.32), UCI: 15.35 (+0.23), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), GSC: 27.76 (+0.38), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), GSG: 19.51 (+0.25), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), SBV: 27.97 (unch), LSC: 5.93 (-0.08), GCC: 21.48 (+0.28), BCM: 30.62 (+0.48)
The Commodity Supercycle Ain't Over - Yet
Market Anthropology - Seeking Alpha - Tue Nov 18, 4:48PM CST
As surprising as it might sound today, we believe the secular trend for commodities has higher elevations to travel, before eventually running its course - possibly as far out as early into the next decade. While in 2011, we became adamant that the...
DJP: 28.08 (+0.39), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), GSG: 19.51 (+0.25), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), GSP: 18.91 (+0.32), SBV: 27.97 (unch), UCI: 15.35 (+0.23), LSC: 5.93 (-0.08), UCD: 11.65 (+0.41), GCC: 21.48 (+0.28), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
PowerShares launches a new actively managed commodity ETF
Seeking Alpha - at Seeking Alpha - Mon Nov 10, 1:25PM CST
DJP: 28.08 (+0.39), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), IVZ: 41.85 (+0.76), RJI: 5.87 (+0.10), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), GSG: 19.51 (+0.25), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), GSP: 18.91 (+0.32), SBV: 27.97 (unch), UCI: 15.35 (+0.23), LSC: 5.93 (-0.08), PDBC: 19.93 (+0.26), UCD: 11.65 (+0.41), GCC: 21.48 (+0.28), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
Time yet to buy commodities?
Seeking Alpha - at Seeking Alpha - Sat Nov 01, 9:15AM CDT
DJP: 28.08 (+0.39), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), GSG: 19.51 (+0.25), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), GSP: 18.91 (+0.32), SBV: 27.97 (unch), UCI: 15.35 (+0.23), LSC: 5.93 (-0.08), UCD: 11.65 (+0.41), GCC: 21.48 (+0.28), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
Actively managed commodity ETF launches
Seeking Alpha - at Seeking Alpha - Thu Oct 16, 1:56PM CDT
DJP: 28.08 (+0.39), DBC: 17.21 (+0.23), GSC: 27.76 (+0.38), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), RJI: 5.87 (+0.10), COMT: 38.80 (+0.63), CSCB: 14.02 (-0.53), GSG: 19.51 (+0.25), CMD: 93.76 (-4.43), FTGC: 24.53 (+0.40), DJCI: 18.23 (+0.24), DDP: 46.00 (unch), GSP: 18.91 (+0.32), SBV: 27.97 (unch), UCI: 15.35 (+0.23), LSC: 5.93 (-0.08), UCD: 11.65 (+0.41), GCC: 21.48 (+0.28), CSCR: 14.06 (-0.89), DPU: 10.51 (unch), BCM: 30.62 (+0.48)