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commodities

The QE Trade Road Map From the Bloomberg Brief: Economics

When the Federal Reserve launched its unprecedented program of quantitative easing in early 2009, it was difficult to predict how various asset classes would react. Now, as the Fed considers a second round of asset purchases, the first program has left a blueprint of sorts behind that could be useful in predicting how markets might […]

China’s Real Estate Free Fall May Not Bode Well For Commodities

China’s plummeting real estate transactions could spell trouble for domestic steel and cement industries.  The average number of real estate transaction in China’s 15 largest cities fell 75% on an annual basis according to the most weekly June release according to Goldman Sachs.  On a ytd basis transactions have declined -29%.  The Chinese government has […]

Potentially Good News For Smaller Ships

A potential record US harvest could help buoy rates for small to mid-size ship rates.   What was a relatively mild and wet spring and summer has created conditions for what is setting up to be one of the nation’s biggest harvests.   The U.S. Department of Agriculture is projecting a total corn crop of 12.954bn bushels, […]