Showing posts with label rally. Show all posts
Showing posts with label rally. Show all posts
Thursday, April 14, 2011
Crude Oil Speculation
The non commercials net positions have crossed pre crisis levels. This might suggest that the speculation in the markets have reached a record high and even the slightest of bad news can bring the market sharply 
Wednesday, April 6, 2011
Surge in Commodity Prices : BoJ Review
BoJ reviews the current surge in commodity prices and the usual suspects are the global central banks, the financialization of commodity markets and supply/demand mechanics.
"The entry of new financial investors has paved the way for the “financialization of commodities”. Consequently, global commodity markets have become more sensitive to portfolio rebalancing by financial investors, which has made commodity markets more correlated with other asset markets, including major equity markets. Furthermore, globally accommodative monetary conditions have played an important role in the surge in commodity prices, both by stimulating physical demand for commodities and driving more investment flows into financialized commodity markets.”"
Read the complete report
rev11e02 -
"The entry of new financial investors has paved the way for the “financialization of commodities”. Consequently, global commodity markets have become more sensitive to portfolio rebalancing by financial investors, which has made commodity markets more correlated with other asset markets, including major equity markets. Furthermore, globally accommodative monetary conditions have played an important role in the surge in commodity prices, both by stimulating physical demand for commodities and driving more investment flows into financialized commodity markets.”"
Read the complete report
rev11e02 -
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