Analysis On Fixed Income, Fx & Equity Markets

The bounce in commodities that started last month looks set to extend into the first few weeks of January. Despite a slightly stronger US dollar in recent days, we see potential for... 2009-01-06

Front-month Brent crude has edged higher in recent days, in line with the view we promoted late last month.

The bounce in commodity markets in recent weeks - led mainly by grains and softs - coincided with a weaker US dollar. While we anticipate potential for further short-term gains for... 2009-01-02

Commodity markets had somewhat of a boom and bust in 2008, with the various commodity groups performing differently.

BMI has been bearish oil since August 2008 when Brent crude was trading around US$140.00/bbl, and this view has played out well. Oil prices have since fallen hard and fast to trade... 2008-12-30

In line with the view we promoted several weeks ago, volatility has returned to commodity markets. Changing supply and demand dynamics, as well as a rise in political risk has affected... 2008-12-29

The call for a short-term bounce in commodities that we initiated last week, may have run its course. The US dollar has started to reverse course after touching a two-month low of... 2008-12-19

As the US dollar continues to slide against the euro, commodity markets have bounced in general. However, we would need to see sustained breaks above key technical levels to confirm... 2008-12-18

The bounce in commodity markets we suggested last week has played out as the US dollar continues to weaken against the Euro and equity markets remain fairly stable. That said, mixed... 2008-12-15

For the past few days we have been suggesting the potential for a short-term bounce in commodity markets on the back of stronger global equity markets, and we believe that such a... 2008-12-10