Sentences with phrase «view on commodity prices»

Not exact matches

«Two years after commodity prices started returning to life in the spring of 2016, many long - standing themes for the North America metals and mining industry look familiar on the surface but are in fact richly different on a closer view,» explained Goldman analyst Matthew Korn.

The decision was based on both his firsthand view of capricious commodities prices and a lesson he had gleaned from his former life: the power of American consumerism.

«Contrary to some recent analysis and commentary on the New Zealand dairy sector, Rabobank's view is the current price trough is part of an extended negative phase of the commodity cycle and not a structural, permanent change to supply and demand dynamics,» he said.

But on the other hand, if Amazon plays the price game, consumers will view the Kindle as a commodity and may be more willing to switch to a cheaper brand.

The negative roll yield where futures prices are in contango may be a reason to valid reason to avoid commodities; however, commodities should be viewed in the context of a wider portfolio, and not solely on their own merits.

They shaded their views up on business and consumer spending, and commodity prices, and down on labor unemployment (i.e. unemployment will be harder to eradicate than they used to think.

Unlike my individual company stock picks, I obviously have no specific Fair Value Price Target — I'm relying on my bullish oil / commodity view, continued Russian growth (and financial strength), and an improvement in market sentiment and valuation multiples.

Barry was on the right track with the mention of Sugar, but we view that as evidence of weather moving commodity prices — and specific strategies setup to capture such moves; not evidence of investors betting on climate change.