It’s worthwhile reflecting on the impact of Donald Trump’s election victory on commodities so far. In the immediate aftermath, we witnessed a surge in commodity prices pretty much across the board, with the obvious exception of gold – viewed by some as a likely laggard investment in the growth-fuelled Trump... Show More
Palladium prices have fallen 14% during June prompting us to ask whether the prices of the major precious metals are set to converge. By definition, any discussion about convergence implies some prior disparity in performance. Deviations from the average can be large and prolonged. Since the beginning of 2013 (... Show More
Mixed start for commodities: natural gas, palladium and soybeans. Bloomberg's index of major commodities is flat amid a mixed start to the week for commodities, as gains in energy, industrial metals and softs have been offset by losses in grains and precious metals. According to Ole Hansen, Saxo Bank Head of... Show More
Jim Rogers believes the commodities super-cycle is far from over, singling out palladium among his top picks in the sector. In bull markets, there are always periods of consolidation and setbacks and this market is no different. We have not seen enough supply come on stream yet in any commodities... Show More
Palladium could be the next cab off the rank after nickel, as Russian sanctions would also heavily disrupt supply. Combine that with mine strikes in South Africa, falling inventories, and growing demand and the markets should be in deficit this year. ETFS: While above-ground stockpiles have so far limited any... Show More
ETFS: 'Palladium Rises to 33-Month High on South Africa Strike. Palladium futures jumped to the highest since August 2011 on concern that supplies will be disrupted in South Africa, the world's second-largest producer. Platinum also gained. Members of the Association of Mineworkers and Construction Union, the biggest labor organization at... Show More
Platinum group metals are breaking out after three years of range trading; ETFS Securities: PGMs: ready to strike back? South African strikes and fears of trade sanctions against Russia have recently buoyed platinum and palladium prices, exacerbating what are already expected to be large deficits in 2014. Strikes in South... Show More
I believe we are at a bear-market bottom in precious metals and natural resources. We'll see a rising market with higher highs and higher lows. As we've discussed before, bear markets lead to bull markets; and this bear market will end at some point. The safest commodities to buy are... Show More