Commodities Now September 2011
The ‘easy money’ halcyon days of 2009 and 2010 are well and truly behind us. The cyclical recovery in the developed world, combined with structural growth in the emerging markets that propelled demand and prices across the commodities complex, is gone. This 'recovery trade' is now a thing of the past as commodity markets become increasingly embroiled in the “risk-on, risk-off” merry-go-round.
The ‘doom and gloom’ afflicting markets comes from the usual quarters – US debt, economic stagnation, emerging market inflation, among others. The question on everyone’s mind is; do we have to face a zombie economic aftermath of the stimulus packages.
Special Investing in Commodities Supplement
Contents
Keeping the Faith
Financial Speculation in Oil Markets
UK Energy Policy: Electricity market reform
The Yellow Brick Road
Reserve banking and the end of Bretton WoodsInvesting in Commodities Supplement
In Association with
Commodities: New Facts and Fantasies
Foreword & Introduction
Oil Demand Weak – But Supply Weaker
Oil prices: Equilibrium at a higher price
Exchange Traded Commodities
Attractions of the ETF wrapper
Trends in Risk Management
The role of the CRO
Agricultural Prices Fundamentally Supported
High prices to encourage expansion
Commodity Indices
Struggling against the tide
Food First ...
The challenges for the energy and food sectorsWhen CTRM Buyers Get Left Behind
Has your CTRM provider left you stranded?
Calm Down Already ...
The EU ETS amid market noise
Post Trade Risk Management
Pending regulatory changes
Support Analytics for Asset-Based Trading
Financial engineering tools
Water on The Board
Is water the next big asset class?
The legal 500
Top legal firms in commodity markets
Repos in Soft Commodities
The rise of the repo in agricultural marketsAdvertisers September 2011
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