The sharp jump in debt yields in tandem was mirrored by
a rally in commodity prices, which suggests that investors are becoming less worried about the risks of deflation.
Not exact matches
A
rally in oil and other
commodity prices have raised fears about higher raw material costs.
Within EMs, we are monitoring an interesting development: the rise
in commodity prices in recent months that has historically resulted
in a
rally in EM
commodity producers.
«While the combination of Chinese stimulus and tight supply led to a significant
commodity price rally in 2016, the reverse will likely be true
in 2017,» he says.
Following a January
rally, the global
commodities complex underwent declines
in February before partially recovering
in March; for the first quarter as a whole, the benchmark Thomson Reuters CoreCommodity CRB Index (CRB) gained 0.8 % on a
price - only basis.1 Among the 19 component
commodities tracked by the CRB, advancers had a slight edge over decliners, buoyed by growth
in global economies and weakness
in the trade - weighted US dollar, which retreated 2.1 %, according to the Federal Reserve's (Fed's) US Dollar Index.1 Aside from robust gains for a host of agricultural products, oil and gold were also among the
commodity winners.
Following a January
rally, the global
commodities complex underwent declines
in February before partially recovering
in March; for the first quarter as a whole, the benchmark Thomson Reuters CoreCommodity CRB Index (CRB) gained 0.8 % on a
price - only basis.
Within EM, we are monitoring an interesting development: the rise
in commodity prices in recent months historically would have resulted
in a
rally in EM
commodity producers.
Cocoa has been the strongest
commodity in 2018 as we
rallied about 25 % from the low as
prices may have gotten ahead of themselves, but I will keep a close eye on this market.
May 3 - Rising costs start to squeeze American businesse CNN Money May 3 - Home
Prices Jump Again And «$ 3 Gas Is Coming» Dollar Collapse May 3 - Gold
price claws its way higher on Fed meeting and geopolitics Gold - Eagle May 2 - Q&A on SS Central America Gold Coins CoinWeek May 2 - Goldman says case for owning
commodities has «rarely been stronger» than it is now CNBC May 2 - Gold, Silver See Corrective Bounces Ahead Of FOMC Statement Kitco May 1 - Gold Eagle Sales Still Faltering While Mining Output Collapses — Perfect Storm Daily Coin May 1 - Relentless USD
Rally Is Precious Metal Kryptonite GoldSeek Apr 30 - Venezuelan Inflation: The Demise of Fiat Currency
in Real Time GoldSilver Apr 30 - Silver Market Update Clive P. Maund Apr 27 - Finest 1913 Liberty Head 5 - cent coin will headline ANA auction Coin World Apr 27 - PCGS security features help police nab suspects
in robbery case Coin Update Apr 27 - The Most Famous Coin of Antiquity — the Athenian Owl Coin Week Apr 27 - Gold gains but remains vulnerable after Korean leaders meet Reuters Apr 26 - The Era of Very Low Inflation and Interest Rates May Be Near an End NY Times Apr 26 - What Is Gold: Asset,
Commodity, Currency Or Collectible?
The fun, however, lies
in the exploration companies, or
in the companies that have a higher - cost resource
in need of a
commodity price rally in order to render the resource «economic.»
Natural - gas
prices dropped 11 %,
in the biggest plunge
in more than six years, as traders locked
in profits from the
commodity's weather - driven
rally.
GoldSeek Epic battle rages on: «Ali - Frazier»
in the Crimex pits Streetwise Reports The China Rare Earth Association takes stock Industrial Minerals Lithium's state of affairs Benchmark Mineral Intelligence Gold stock
rally's market cap bias may surprise you SmallCapPower
Commodity veteran says you just can't tell when markets will turn NAI 500 Electric car war sends lithium
prices sky high Stockhouse
Based on the
price action
in DBC during the past few months, it appears the
commodity universe could be
in the very early stages of a sustainable
rally.
The recent rebound
in commodity prices has been good news for high yield bonds, helping the sector (and credit overall)
rally since mid-February.
Within EMs, we are monitoring an interesting development: the rise
in commodity prices in recent months that has historically resulted
in a
rally in EM
commodity producers.
The recovery
in commodity prices has taken some of that pressure off, and both these bonds and share
prices have
rallied.