commodityprices
In hisDaily Market Notes report to investors, Louis Navellier wrote: Shift In ExpectationsPeak inflation is in. CPI numbers came in below forecasts this morning, both headline and core were 0.2% below estimates: Month-over-month CPR was flat instead of the 0.2% forecast (8.5% y-o-y) and Core was +0.3% vs 0.5% forecast (5.9% y-o-y), easing concerns for an even more hawkish Fed, best reflected by the shift in expectations for the next Fed increase in September from 75bps to 50bps, with 50bps now considered a 2/3 likelihood from 1/3 before the CPI numbers. Admittedly, the 75bps move was only expe...
ValueWalk
Q1 2022 hedge fund letters, conferences and more “Rising prices for major commodities, especially corn and soybeans, appear to be leading the change in producers’ improved financial outlook,” said James Mintert, the barometer’s principal investigator and director of Purdue University’s Center for Commercial Agriculture. “However, it’s hard to overstate the magnitude of the cost increases producers say they are facing.” The Strengthened Commodity PricesThe Farm Financial Performance Index improved to a reading of 95, up 8 points from March, and 12 points higher than in January and February. As ...
ValueWalk
While commodity prices soar, is it worthwhile to consider investing in the logistics, maritime, and shipping industrial sectors, or is it too risky? One of Europe’s largest discount retailers has set up its own company, Tailwind Shipping Lines, to respond to container shortages. With annual profits of nearly 3 billion euros, the group has plenty of the necessary capital. The objective is to ensure the smooth flow of delivery chains for the group’s supermarkets. On the other hand, with sanctions on Russian oil and gas, we could see more tankers crossing the oceans, containing liquefied natural ...
ValueWalk
Three in five (60%) of businesses not permanently stopped trading reported they have concerns for their business in the next month;The two top concerns were inflation of goods and services prices and energy prices.Among businesses in the accommodation and food service industry, 37% reported hourly wages were higher for existing employees in the last month, up 22% from January 2022Q4 2021 hedge fund letters, conferences and more The ONS has released the latest data on inflation concerns, labour costs and supply chain issues among businesses. Volatile Commodity PricesSusannah Streeter, senior in...
ValueWalk
For investors, 2021 was a year in which nearly every asset class finished in the green, with commodities providing some of the best returns. Q4 2021 hedge fund letters, conferences and more The S&P Goldman Sachs Commodity Index (GSCI) was the third best-performing asset class in 2021, returning 37.1% and beating out real estate and all major equity indices. This graphic from U.S. Global Investors tracks individual commodity returns over the past decade, ranking them based on their individual performance each year. Commodity Prices Surge in 2021After a strong performance from commodities (metal...
ValueWalk
Macro signs disappointing as resilience of Covid and virus-related restrictions drive uncertainty Q2 2021 hedge fund letters, conferences and more The three main themes which have dominated the agenda this week are: (1) signs that the Federal Reserve is getting closer to taper its asset purchases, (2) strengthening US dollar and (3) fears about global energy and metal demand due, largely, to a robust coronavirus. Commodity Prices FallSenior analyst at International FinTech, EXANTE, Victor Argonov says: "Consequently, we have seen some sharp falls in key commodity prices such as crude oil and c...
ValueWalk
In hisDaily Market Notes report to investors, while commenting on the strong Chinese yuan, Louis Navellier wrote: Q1 2021 hedge fund letters, conferences and more Realignment BuyingSome international growthstocks are still benefitting from the annual MSCI global index realignment that occurred at the end of May. I also expect June to be an exceptional month due to the annual Russell index realignment. On June 4th, 11th, and 18th, Russell will be announcing its preliminary changes to its Russell 2000 and 3000 indices, with the final change being made on June 25th. This essentially means there w...
ValueWalk
The Broad Market Index was down 0.77% last week and 72% of stocks out-performed the index. It was a light week for financial statement updates from the third quarter with only 61 companies reporting; lifting the update to 91% complete. These are mostly companies with fiscal years ended September (annual financial statements have a later filing deadline). Still to be seen is the larger population of companies with fiscal quarters ended October and they (mostly retailers) will report financial statements in the next two weeks.Q3 2020 hedge fund letters, conferences and moreEvidence is accumulati...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら