We continue to believe that soft commodities will outperform base and precious metals in the future.
We are starting to see an influx of money in the soft commodities and other areas of the commodity sector.
FORBES: Gold Survey: Survey Participants Remain Split On Price Direction For Gold Next Week
The good news: Coffee prices and soft commodities in general are expected to keep moving higher, making JO worth a look.
Similarly, Chinese commodity import volumes spiked in 2012, with demand for both industrial materials and soft commodities like cereals rising steadily and likely presaging stronger growth rates.
In the 1980s and 1990s, the seasonal research was concentrated on the commodity markets, as many veteran commodity traders were familiar with seasonal tendencies in the grains, meats, and soft commodities.
My core belief is that excess speculation from the hedge fund feedback loop in the soft commodities markets combined with a rapid increase in catastrophic weather incidents will mean continued price spikes and dislocations.
Hard or soft, commodities have fuelled desire, greed and war since the days of Pharaoh.
Rogers says "soft" commodities like grains, oilseeds and fabrics, which have generally not shared in the boom, are likely to outperform.
Gold fell with a wide range of commodities on Thursday after soft manufacturing surveys in China and the eurozone dented risk sentiment.
FORBES: Comex Gold Futures Bounce Modestly As U.S. Dollar Weakens
While Japan suffered the direct impact of a massive tsunami, which also caused a nuclear crisis at the Fukushima Daiichi plant, the U.S. saw production hit by supply chain disruptions, as Japan provides many of the intermediate goods needed to build cars. (Read Bernanke Fed Blames Commodities And Japan For Soft Patch).
FORBES: Toyota Hitting Bottom, Posts Big Loss But Raises Outlook
While opinion is mixed on whether its current slowdown will end in a hard or a soft landing, China is unlikely to trigger a full-scale commodities rescue in the near future.
China is now disrupting global commodities markets, influencing the price of gold, and affecting pricing for many soft and hard goods producers around the world.
FORBES: Investing In China Is Fraught With Business Landmines
He observes that prices for many commodities are already near all-time highs, even with "kind of a soft recovery" in the U.S. and Europe, and robust growth in Asia.
WSJ: The Weekend Interview with Paul Singer: Mega-Banks and the Next Financial Crisis
应用推荐