Commodities & Energy Sector
Heed The Signal From Commodities…
Lower Path Of Least Resistance For Oil Prices…
The undercurrents of global financial markets signal deteriorating global growth conditions. There is little cash on the sidelines in the US, the Euro Area, and Japan. If the budding bear market resembles the 2000-2003 one, EM stock prices are unlikely to outperform global equities in the initial leg but could outperform in the latter stage of the global selloff.
Central Banks Are Still Accumulating Gold…
Already Optimistic Earnings Expectations Continue To Improve…
August In Review
August In…
Oil Is Facing Opposing Forces…
More Downside For Brazilian Equities…
Carbon Credit Prices: The Correction Has Just Begun…
How Much More Upside For Gold…