DB Commodity Dble Short ETN Powershares (DEE) 63.00 $DEE
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)
End Of Commodity Supercycle Puts Pressure On U.S. Agriculture
Global Risk Insights - Seeking Alpha - Tue Mar 10, 7:27AM CDT
With profit margins shrinking, American agriculture faces risk management challenges. One approach would be to make a priority of managing margin risk. The boom of the commodity supercycle is over, at least as far as agricultural products are...
AGA: 27.92 (-0.73), DBC: 17.21 (+0.23), DAG: 4.39 (+0.27), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), COMT: 38.80 (+0.63), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FTGC: 24.53 (+0.40), FUD: 20.01 (-0.12), DDP: 46.00 (unch), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), SBV: 27.97 (unch), AGF: 12.22 (unch), PDBC: 19.93 (+0.26), DPU: 10.51 (unch), BCM: 30.62 (+0.48), JJA: 38.67 (+0.80)
Global Commodities Under Pressure
Sober Look - Seeking Alpha - Tue Mar 10, 4:31AM CDT
With the dollar's renewed strength and slower global demand, commodities are under pressure again. (click to enlarge) Source: barchart The situation in Brazil is not helping as the weak Brazilian real encourages producers to dump...
FTGC: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
Commodities Routed As China Cuts Growth
Epoch Times - Seeking Alpha - Tue Mar 10, 3:49AM CDT
By Fan Yu As China's top economic officials announced a slower economic growth forecast, the commodities markets are bracing for another rout in 2015. Last Thursday at the National People's Congress, China Premier Li Keqiang lowered the country's...
FTGC: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), 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)
Whack A Mole - The Saga Of The Dollar And Commodity Prices
Andrew Hecht - at Seeking Alpha - Tue Feb 03, 6:30AM CST
DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), SINF: 47.80 (unch), RGRC: 17.61 (unch), DYY: 4.10 (+0.08), UUPT: 29.72 (-0.06), COMT: 38.80 (+0.63), UUP: 25.82 (-0.35), USDU: 28.43 (-0.39), RINF: 30.61 (+0.74), FTGC: 24.53 (+0.40), FINF: 42.47 (-0.64), DDP: 46.00 (unch), SBV: 27.97 (unch), PDBC: 19.93 (+0.26), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), FORX: 42.90 (-0.29), DPU: 10.51 (unch), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), BCM: 30.62 (+0.48)
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: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), 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)
ECB QE And Commodities: ECB Action Sets The Stage For 2015
Andrew Hecht - at Seeking Alpha - Tue Jan 27, 5:18AM CST
FXCH: 79.77 (unch), JYN: 47.40 (-0.75), CNY: 42.97 (+0.37), ULE: 15.74 (+0.44), DEE: 63.00 (-1.12), USDU: 28.43 (-0.39), UBM: 14.57 (-0.13), RJZ: 7.83 (+0.23), FXC: 79.03 (+0.88), FXE: 106.32 (+1.63), ERO: 41.04 (+0.73), DRR: 62.18 (-1.82), HEVY: 28.50 (-0.23), USCI: 45.75 (+0.65), BOM: 16.09 (-0.91), GLTR: 61.41 (+1.07), UUP: 25.82 (-0.35), BOS: 24.00 (-0.27), DDP: 46.00 (unch), WITE: 33.41 (+0.73), EUFX: 44.64 (-0.66), FORX: 42.90 (-0.29), BCM: 30.62 (+0.48), CMDT: 40.52 (+0.74), URR: 17.25 (+0.55), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), EUO: 26.67 (-0.88), JJP: 56.85 (+1.25), BDG: 16.15 (unch), FTGC: 24.53 (+0.40), YCL: 13.95 (+0.18), JJM: 26.07 (+0.95), BDD: 6.60 (unch), YCS: 89.12 (-1.41), PDBC: 19.93 (+0.26), BLNG: 30.80 (-1.60), UDNT: 10.33 (-0.15), DPU: 10.51 (unch), DBB: 15.19 (+0.30), DBC: 17.21 (+0.23), USMI: 18.40 (-0.46), RGRC: 17.61 (unch), UUPT: 29.72 (-0.06), FXY: 80.98 (+0.65), RGRI: 20.52 (unch), RGRP: 16.71 (+0.25), SBV: 27.97 (unch), DBP: 36.96 (+0.56), CYB: 25.38 (-0.01), UDN: 21.61 (+0.26)
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: 16.43 (+0.35), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), SINF: 47.80 (unch), RGRC: 17.61 (unch), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), RINF: 30.61 (+0.74), FTGC: 24.53 (+0.40), FINF: 42.47 (-0.64), DDP: 46.00 (unch), SBV: 27.97 (unch), GLD: 113.57 (+1.28), PDBC: 19.93 (+0.26), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DPU: 10.51 (unch), DEFL: 58.00 (unch), BCM: 30.62 (+0.48)
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)
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: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
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: 16.43 (+0.35), 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), FTGC: 24.53 (+0.40), DDP: 46.00 (unch), SBV: 27.97 (unch), GLD: 113.57 (+1.28), PDBC: 19.93 (+0.26), DPU: 10.51 (unch), 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)
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)
End Of Commodity Supercycle Puts Pressure On U.S. Agriculture
Global Risk Insights - Seeking Alpha - Tue Mar 10, 7:27AM CDT
With profit margins shrinking, American agriculture faces risk management challenges. One approach would be to make a priority of managing margin risk. The boom of the commodity supercycle is over, at least as far as agricultural products are...
AGA: 27.92 (-0.73), DBC: 17.21 (+0.23), DAG: 4.39 (+0.27), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DBA: 22.55 (+0.29), RGRA: 18.28 (+0.21), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), ADZ: 33.50 (unch), USAG: 20.31 (+0.09), COMT: 38.80 (+0.63), RJA: 6.86 (+0.09), DIRT: 35.38 (+1.22), FTGC: 24.53 (+0.40), FUD: 20.01 (-0.12), DDP: 46.00 (unch), TAGS: 28.51 (-0.02), UAG: 19.78 (unch), SBV: 27.97 (unch), AGF: 12.22 (unch), PDBC: 19.93 (+0.26), DPU: 10.51 (unch), BCM: 30.62 (+0.48), JJA: 38.67 (+0.80)
Global Commodities Under Pressure
Sober Look - Seeking Alpha - Tue Mar 10, 4:31AM CDT
With the dollar's renewed strength and slower global demand, commodities are under pressure again. (click to enlarge) Source: barchart The situation in Brazil is not helping as the weak Brazilian real encourages producers to dump...
FTGC: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
Commodities Routed As China Cuts Growth
Epoch Times - Seeking Alpha - Tue Mar 10, 3:49AM CDT
By Fan Yu As China's top economic officials announced a slower economic growth forecast, the commodities markets are bracing for another rout in 2015. Last Thursday at the National People's Congress, China Premier Li Keqiang lowered the country's...
FTGC: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), 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)
Whack A Mole - The Saga Of The Dollar And Commodity Prices
Andrew Hecht - at Seeking Alpha - Tue Feb 03, 6:30AM CST
DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), SINF: 47.80 (unch), RGRC: 17.61 (unch), DYY: 4.10 (+0.08), UUPT: 29.72 (-0.06), COMT: 38.80 (+0.63), UUP: 25.82 (-0.35), USDU: 28.43 (-0.39), RINF: 30.61 (+0.74), FTGC: 24.53 (+0.40), FINF: 42.47 (-0.64), DDP: 46.00 (unch), SBV: 27.97 (unch), PDBC: 19.93 (+0.26), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), FORX: 42.90 (-0.29), DPU: 10.51 (unch), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), BCM: 30.62 (+0.48)
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: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), 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)
ECB QE And Commodities: ECB Action Sets The Stage For 2015
Andrew Hecht - at Seeking Alpha - Tue Jan 27, 5:18AM CST
FXCH: 79.77 (unch), JYN: 47.40 (-0.75), CNY: 42.97 (+0.37), ULE: 15.74 (+0.44), DEE: 63.00 (-1.12), USDU: 28.43 (-0.39), UBM: 14.57 (-0.13), RJZ: 7.83 (+0.23), FXC: 79.03 (+0.88), FXE: 106.32 (+1.63), ERO: 41.04 (+0.73), DRR: 62.18 (-1.82), HEVY: 28.50 (-0.23), USCI: 45.75 (+0.65), BOM: 16.09 (-0.91), GLTR: 61.41 (+1.07), UUP: 25.82 (-0.35), BOS: 24.00 (-0.27), DDP: 46.00 (unch), WITE: 33.41 (+0.73), EUFX: 44.64 (-0.66), FORX: 42.90 (-0.29), BCM: 30.62 (+0.48), CMDT: 40.52 (+0.74), URR: 17.25 (+0.55), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), EUO: 26.67 (-0.88), JJP: 56.85 (+1.25), BDG: 16.15 (unch), FTGC: 24.53 (+0.40), YCL: 13.95 (+0.18), JJM: 26.07 (+0.95), BDD: 6.60 (unch), YCS: 89.12 (-1.41), PDBC: 19.93 (+0.26), BLNG: 30.80 (-1.60), UDNT: 10.33 (-0.15), DPU: 10.51 (unch), DBB: 15.19 (+0.30), DBC: 17.21 (+0.23), USMI: 18.40 (-0.46), RGRC: 17.61 (unch), UUPT: 29.72 (-0.06), FXY: 80.98 (+0.65), RGRI: 20.52 (unch), RGRP: 16.71 (+0.25), SBV: 27.97 (unch), DBP: 36.96 (+0.56), CYB: 25.38 (-0.01), UDN: 21.61 (+0.26)
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: 16.43 (+0.35), DBC: 17.21 (+0.23), USCI: 45.75 (+0.65), DEE: 63.00 (-1.12), CMDT: 40.52 (+0.74), SINF: 47.80 (unch), RGRC: 17.61 (unch), DYY: 4.10 (+0.08), COMT: 38.80 (+0.63), RINF: 30.61 (+0.74), FTGC: 24.53 (+0.40), FINF: 42.47 (-0.64), DDP: 46.00 (unch), SBV: 27.97 (unch), GLD: 113.57 (+1.28), PDBC: 19.93 (+0.26), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DPU: 10.51 (unch), DEFL: 58.00 (unch), BCM: 30.62 (+0.48)
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)
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: 24.53 (+0.40), DDP: 46.00 (unch), DBC: 17.21 (+0.23), SBV: 27.97 (unch), DEE: 63.00 (-1.12), USCI: 45.75 (+0.65), CMDT: 40.52 (+0.74), DYY: 4.10 (+0.08), RGRC: 17.61 (unch), PDBC: 19.93 (+0.26), COMT: 38.80 (+0.63), DPU: 10.51 (unch), BCM: 30.62 (+0.48)
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: 16.43 (+0.35), 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), FTGC: 24.53 (+0.40), DDP: 46.00 (unch), SBV: 27.97 (unch), GLD: 113.57 (+1.28), PDBC: 19.93 (+0.26), DPU: 10.51 (unch), 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)
