Goldman's
commodity analysts noted that while last year commodity...
Not exact matches
«Rising inflation expectations, an overall bullish
commodity trend (late - cycle preference for
commodities), geopolitical and financial risks are being offset by a rising dollar and rising real - rates,» Saxo Bank
analysts said in a
note.
As
noted by the esteemed
commodities analysts at the US ex-investment bank, copper is very closely correlated to China fixed asset investment, which appears to have become public enemy number 1 of the People's Bank of China's latest tightening campaign.
Goldman Sachs» chief
commodity analyst said in a research
note that demand growth in China and other emerging economies was set to slow.
In a
note last week,
analysts at Goldman Sachs wrote that «the strategic case for owning
commodities has rarely been stronger.»
In a research
note, Barclays Capital explains «For
analysts... gold has traditionally been a tricky one due to its multiple roles as a
commodity, currency, inflation hedge and hedge against credit risk and macroeconomic uncertainty.