Market Observations on Commodities

FS Staff's picture
FS Staff
11/23/2016 - 15:03
When we spoke to leading macro analyst Jim Bianco of Bianco Research months before the election, he thought the odds of a Trump win were much higher than most expected and that, like Brexit, it would probably end up being bullish, not bearish, for...
Stratfor's picture
Stratfor
11/23/2016 - 08:31
Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year, testing Beijing's legal and institutional abilities to cope with them....
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FS Staff
11/14/2016 - 17:39
With the outcome of the election now clear, and the anticipated selloff on president-elect Donald Trump’s victory not materializing, Kurt Kallaus, author of ExecSpec, says to watch the commodities complex as an important leading indicator for global...
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FS Staff
11/09/2016 - 15:55
I went back in my notes and…there is not an instance that I can find where you’ve had a Republican in the White House and Republican House and Senate where the stock market has not done pretty well. If he (Trump) does get to cut corporate taxes to...
Kurt Kallaus's picture
Kurt Kallaus
11/03/2016 - 07:40
Within 15 years the western world entitlement tsunami enlarged by aging demographics should swamp the global economy during a deeper than normal cyclical contraction, but the tea leaves guiding current economic cycles can be...
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Stratfor
10/10/2016 - 08:41
If the study of geopolitics focuses on the structural forces shaping the international system, then domestic elections only rarely matter. Leaders tend to bend to their environment, not the other way around. And yet in the final months of 2016 the...
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FS Staff
08/24/2016 - 08:40
In June of this year, we spoke with Kurt Kallaus, author of Exec Spec and the KDelta trading model, and he predicted a mild cyclical upturn and oil topping out and turning lower into the fourth quarter. Both of those things have come true...
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Chris Ciovacco
07/05/2016 - 08:26
During the financial crisis, demand for defensive Treasuries soared as economic and systemic concerns started to pile up. How have bonds performed relative to stocks since the Federal Reserve did an about face on interest rates in early 2016?...
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FS Staff
07/04/2016 - 20:30
Though Brexit has put nearly everyone on a reactionary footing, David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC, sees a scenario unfolding where the US dollar’s direction will determine capital flows in world markets...
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FS Staff
06/24/2016 - 16:08
Gary Shilling, author of The Age of Deleveraging and editor of the investment newsletter Insight, thinks the world is facing another 6 to 8 years of deleveraging with a "high probability of panic deflation" that will push 10-year Treasuries to 1%...
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FS Staff
06/21/2016 - 09:59
When looking at the performance of all major stock market indices around the globe, “we are in a bear market now,” Robin Griffiths told listeners Saturday. “The only two equity indices in the world capable of making a new high this year or next are...
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FS Staff
06/08/2016 - 15:05
The picture remains murky when it comes to U.S. equities, and market observers aren’t sure what to make of current conditions, noted Louise Yamada on Saturday. The current situation is hard to decipher, Yamada noted: “It’s very complicated for...
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FS Staff
06/02/2016 - 14:08
Given the hundreds of interviews and podcasts we do here at Financial Sense, one of our subscribers requested we offer a "greatest hits" archive for our listeners. Here's one we quickly put together of our weekday broadcasts, which are either...
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FS Staff
05/06/2016 - 14:50
Jim Bianco, president and founder of Bianco Research, says the traditional argument against holding gold—it has no yield—doesn’t hold water when $8 trillion of government debt around the globe is yielding negative. He also explains why he thinks oil...
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FS Staff
05/04/2016 - 11:22
"We've seen massive stimulus in China amounting to...one of the largest increases and accelerations in credit growth since 2009. What worries me is that...you're seeing more spending on infrastructure, more spending on construction—the old things...
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FS Staff
04/04/2016 - 16:10
"Everything suggests to me that the world is in fact in a bear market and that what we're having is the end of the first bear market rally… According to my work, the final low of the bear market is not now—it's not even this year. It's next year and...
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FS Staff
03/31/2016 - 15:33
"I've been telling everybody who will listen to me for nearly two years now that...oil prices are going to be low as long as the Saudis are frightened [of Iran]. The reason I knew that was I had been to dinner with Prince Turki, just the last night...
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FS Staff
03/08/2016 - 17:26
Forward-looking indicators for the global economy fell sharply for the month of February. The JPMorgan Global Manufacturing PMI (in blue) is now resting at 50, which is the key threshold separating expansion from contraction. At the end of last year...
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FS Staff
02/08/2016 - 17:29
Longtime listeners of the show will know that Gary's comments are always worth paying attention to, which is why we were especially interested to hear if he was still sticking to his forecast made last year for oil to eventually reach as low as $10...
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FS Staff
01/26/2016 - 08:40
After one of the worst starts of the year on record, Financial Sense spoke with Jim Bianco of Bianco Research to get his outlook on the stock market, oil, China, Fed policy and more. Jim notes record capital outflows in China, why the Fed is likely...
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FS Staff
12/28/2015 - 17:45
For the future of the market it’s all about liquidity. This was a major theme and concept mentioned numerous times in our recent interview with Brian Pretti, Chief Investment Officer at Capital Planning Advisors. He says: “We know full well that the...
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FS Staff
12/22/2015 - 15:02
Uncertainty surrounding upcoming elections in the US, record levels of short positions on metals exchanges, and concerns over a worsening financial and economic environment may lead to a moderate move higher in the price of gold in 2016 and beyond...
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FS Staff
12/18/2015 - 16:50
Stocks rallied strongly at the beginning of this week and even shot higher after the Fed's announcement to raise interest rates by a quarter point, only to reverse their gains and end mostly negative after Friday's close. The S&P 500 would need...
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FS Staff
12/03/2015 - 15:06
In a recent interview with Financial Sense Newshour, Dr. Alan Beaulieu, President of ITR economics and author of Prosperity in an Age of Decline, explained to listeners how the world's largest economy, the US, is likely to enter a Great Depression...
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FS Staff
11/25/2015 - 17:25
Debate between hardline bears and bull market enthusiasts keeps coming back to concerns over a looming recession with one side pointing to the ongoing slide in manufacturing and the other to a strong service sector. “It really is an interesting...
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FS Staff
11/19/2015 - 08:50
A book was just released that is sure to be the talk of energy executives, investors, and academics around the globe. It is named by the no-hype title, The Price of Oil, where experts Roberto Aguilera and Marian Radetzki argue quite persuasively...
Kurt Kallaus's picture
Kurt Kallaus
11/11/2015 - 16:25
While factories are a minor portion of employment and income, even this weak sector is being overly maligned by a healthy cooling of the energy sector. Cheaper petroleum and commodity prices have definitely subdued the manufacturing sector, but will...
Roberto Aguilera's picture
Roberto Aguilera Marian Radetzki
11/11/2015 - 14:56
Oil price rises over the past 40 years have been truly spectacular, but the recent fall is probably here to stay, thanks to increasing production. We discuss these trends in our new book, The Price of Oil, published this month.
FS Staff's picture
FS Staff
10/08/2015 - 15:49
The carnage in commodities continues to make headlines and notable investment gurus like Gary Shilling think it's far from over. Then again, if you're a contrarian value investor like our most recent guest, Peter Boockvar commodities are beginning...
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FS Staff
10/05/2015 - 15:16
“We're talking about hundreds of billions of dollars that could be potentially defaulted on if commodity prices remain weak. Whereas we all remember that Lehman Brothers defaulted on about $360 billion of debt and preferred stock and that triggered...

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