Tag Archives: hogs
How Commodities Might Do Under Clinton, Trump
In October, the S&P GSCI Total Return (TR) lost 1.5% but the Dow Jones Commodity Index (DJCI) TR gained 0.1%. The performance disparity was mainly due to the weighting difference in energy since crude oil in the indices slid near 10% from its mid-month high, on doubts over OPEC’s ability to agree on production cuts and the…
- Categories Commodities
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- Commodities
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What Is So Super About Chinese Demand?
We have heard for many years now about the Chinese super-cycle that supported commodity prices since 1999 and we have also heard many debates about whether it has ended. So if it has ended what now? How huge is the impact on commodity prices? That all depends on the level of inventories that result from…
- Categories Commodities, India
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Food Drives March
Commodities continue their comeback as supply shocks prevail over demand growth concerns from China. The backwardation (indicative of shortage), measured by roll yield or the excess return minus the spot return, has not only persisted from February into March but increased. March’s roll yield of 26 basis points more than doubled February’s roll yield of…
- Categories Commodities
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- Commodities
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June 2013: What’s Hot and What’s Not
Read about some commodity highlights in June from an interview with Courtney Nebons, our studio producer. Click here to watch the video. Q1. This month we heard a lot about the Fed easing its monetary policy, so how did that impact commodities? Commodities reacted negatively to the news that the Fed may ease its bond…
- Categories Commodities, Uncategorized
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- Commodities, Uncategorized
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