Gold miners surge as Trump risk lifts commodity optimism
Gold jumped as much as $75 an ounce on Wednesday, while gold miners surged as investors watched Donald Trump edge ever closer to the White House.
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Oil
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Investors cashing in on oil recovery – WisdomTree
With November’s planned production cut by the Organisation of Petroleum Exporting Countries (OPEC), global investors have sold down leveraged oil and moved to short the commodity
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Recovering oil price to boost risk assets – BlackRock
Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.
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PA ANALYSIS: Should investors worry about OPEC?
OPEC’s surprise deal to cut production agreed this week caught most investors off guard, but is it just another small bump in the road or a serious threat to portfolios?
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FTSE 100 slides on triple whammy of worries
The FTSE 100 slid 1.2% to 6822 on Monday morning as widespread negative sentiment hit shares across the board.
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PA ANALYSIS: Why investors are wrong about the oil ‘glut’
Conventional wisdom suggests an oil glut is keeping the price of the Brent Crude down, but who’s to say that the recovery story will not continue?
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Crude bull market depends on sentiment and Saudi delivery
The price of brent crude broke through $50 per barrel on Thursday afternoon prompting headlines writers to tout oil’s return to bull market territory.
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Oil:US high yield correlation breaks down
The correlation between oil and US high yield markets broke down in July, indicative of a shift in the focus of the sector.
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PA ANALYSIS: Has a commodities bull market taken hold?
Every asset class has its time in the sun and periods where nobody wants to touch it with a barge pole.
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Firming oil price could buoy Russian market
Oil prices and Russia’s fiscal health are highly correlated, and if prices finally stabilise, the market should benefit, according to Egor Kiselev, who manages two Parvest Russia funds.
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Macro puzzle has pieces that do not fit – SocGen
Societe Generale has warned investors that there are pieces of the current macroeconomic puzzle that do not fit.
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Why is the oil price drop not boosting the economy? – Hermes
The drop in oil prices has not fed through to economies in as strong a way as many expected, but ultimately the price drop will be expansionary at the global level, said Eoin Murray, head of Hermes’ investment office.