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Tuesday, 12 August 2014

COMMODITY MARKET STRATEGY 13 AUGUST 2014

BASE METAL WRAP: Indonesia’s ban on nickel ore exports is resonating globally as prices climb to the highest since 2012, prompting companies from Avebury Nickel Mines Ltd. to Poseidon Nickel Ltd. to restart operations at idled mines.

ENERGY WRAP: West Texas Intermediate fell for a second day after an industry report showed crude and gasoline supplies expanded in the U.S., the world’s biggest oil user. Brent dropped in London.

PRECIOUS METAL WRAP: Gold traded below a three-week high as investors weighed the prospects for renewed fighting in Gaza and simmering tension between Ukraine and Russia against the outlook for the U.S. economy and a stronger dollar. Gold imports by India, the world’s biggest consumer after China, will probably decline for a third year as the government keeps curbs on shipments to prevent the current-account deficit from widening and to support the rupee.

GLOBAL EVENTS TO WATCH: Prelim GDP q/q, New Loans, M2 Money Supply y/y, Industrial Production y/y, Fixed Asset Investment ytd/y, Retail Sales y/y, Average Earnings Index 3m/y, Claimant Count Change, BOE Gov Carney Speaks, BOE Inflation Report, Core Retail Sales m/m, Retail Sales m/m , FOMC Member Dudley Speaks, Business Inventories m/m, Crude Oil Inventories, 10-y Bond Auction.

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