Tags » Commodity Prices

Indonesia Surprises with Strongest Growth in 10 Quarters

Indonesia surprised with its strongest growth in 10 quarters in April-June, spurring some economists to predict it will outperform most Southeast Asian nations the rest of this year. 564 more words


The Fed Sets the Path for Higher Commodity Prices

August 1, 2016

The Federal Reserve spoke last week and left interest rates unchanged. The next meeting of the central bank will come in September. In my latest article for CQG, I explain why eight months of unchanged interest rate policy will likely mean gains for some commodity prices in the face of an accommodative Fed that makes promises and hawkish statements but has only had excuses or pledges rather than action in 2016. 31 more words


A Strong Dollar Takes A Toll On Commodities

August 1, 2016

The dollar rallied after the Brexit vote and is currently a lot closer to the highs since May 2014 than the lows.In my latest piece for Seeking Alpha I explain why dollar strength is nothing but a mirage when it comes to commodity prices and why we could see a breakdown in the historical inverse relationship between the dollar an raw material prices. 41 more words


Deflated Inflation Expectations

We’ve written before about inflation and its corrosive effect over time. The topic has become much more timely because of two developments:

1. The prospects for inflation have gone up with the large increase in the price of oil and other forms of energy. 372 more words

Mark Leibman

Video Market Commentary: June 9, 2016

On Thursday, June 9, 2016, Michael sat down to discuss how markets are faring as we enter the last month of the second quarter. He touches on his most recent… 53 more words

Market Commentary

Four Reasons Why Commodities Will Continue To Be On A Wild Ride

June 6, 2016

Commodity prices fell from 2011/2012 until late 2015 and early 2016, In my latest piece for Seeking Alpha I outline the four reasons why I believe commodity prices actually fell too low a few months ago and why I believe they will now make higher lows and higher highs in the months ahead. 34 more words