Focus on the Non-Farm Payrolls and Equities, Bonds and USD

Today may be a crucial NFP number with regards to the upcoming FOMC meeting on Tuesday. Fears of a slowdown of growth in the US have resulted in the USD selling off broadly against most major pairs, including low yielders such as the Yen, and a (more…)

The contrarian view: Gold

Gold prices have seen a remarkable run up from its 2008 lows on speculation that the loose monetary policy enacted by central banks globally (more…)

22^nd January 2010

Macro-Commodity Overview

Focus on COMEX Copper futures (Mar’10)

The last week has seen the copper futures fall from their recent high prints. This has been the case for most industrial metals as jitters from China weigh on these major commodity markets. (more…)