Rohstoffe - Daily Research

Rohstoffe - der Blick hinter die Märkte

Posted by Mike C. Kock • Saturday, July 31. 2010 • Category: Rohstoffe

Was jeder von uns kennt, sind die Charts von den einzelnen Rohstoffen, doch welche Preisentwicklung sehen wir da eigentlich? Ist das der Preis für jeden Liefertermin oder nur für den vorderen Monat - den Frontmonat? Wie sehen die anderen Monate aus? Haben alle Kontrakte das gleiche Interesse bei den Händlern und gibt es aus dem Verlauf der Kontrakte gute Gewinnchancen? Alles sehr gute ...

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Weather over there

Posted by Tim Hannagan I PFG Best Research • Friday, July 30. 2010 • Category: Rohstoffe

Thursdays weekly export sales report came out ahead of the open. Wheat sales were 919 t.m.t. versus 382 t.m.t. the week prior and four week average of 405. This was the highest weekly sales number since October of 2007. With wheat making a $1.50 four week high last week, you would think importers would back away and wait for better cash prices; instead they come in with panic buying. Their ...

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Did Deflation Fears Help Rally The Oil Market?

Posted by Phil Flynn I PFG Best Research • Friday, July 30. 2010 • Category: Rohstoffe

The Energy Report Friday July 30, 2010

Did Deflation fears help rally the oil market? Oil prices popped as the dollar index dropped hitting the lowest level since last April. The market seems convinced that the Euro zones problems are behind us so it appears that the carry commodity trade is back in play but could we see more problems up ahead?. Of course while ...

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Rohstoffe: Gold und Kupfer

Posted by Mike C. Kock • Thursday, July 29. 2010 • Category: Rohstoffe

Gold

Gold steht nicht mehr bei 1.256 USD sondern mittlerweile fast 100 USD tiefer!

Gold hat eine wichtige Unterstützung durchbrochen und hat nun erst ebi 1.126 USD wieder eine wirkliche Unterstützung. Der COT Report Indikator zeigt auf der einen Seite aktuell ein bearishes Setup für das Gold an. Dies resultiert aber auch daher, dass die ...

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Coming To America!

Posted by Phil Flynn I PFG Best Research • Thursday, July 29. 2010 • Category: Rohstoffe

The Energy Report Thursday July 29, 2010

Everywhere from around the world, the crudes coming to America, every time that flag’s unfurled
crude is coming to America, got a dream to take it there, it’s coming to America. It’s coming to America and coming to America! Give me your poor, your huddles masses but most of all give me your crude. Crude ...

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Fundamentally Flawed

Posted by Phil Flynn I PFG Best Research • Wednesday, July 28. 2010 • Category: Rohstoffe

The Energy Report Wednesday, July 28, 2010

Another failed upside breakout as the global oil market continues to wallow in this endless trading range. As the bull and bear frustrations continue to mount, I have heard traders on both sides of the market that tell me that somehow the markets are wrong and that the fundamentals do not justify the current price. In ...

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Weather neutral

Posted by Tim Hannagan I PFG Best Research • Tuesday, July 27. 2010 • Category: Rohstoffe

Monday’s first report came on the demand side with our weekly export inspection reports. Wheat showed 15.4 million bushels of wheat was inspected for near term export, down from 23.5 the week prior and four week average of 17.5 m.b. The decline is as simple as importers see record U.S. stocks at 950 m.b. with last week’s high finishing off a 1.60 four week rally. Importers took a safe ...

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Spread Trading - Zwischenstand - Seminar

Posted by Mike C. Kock • Tuesday, July 27. 2010 • Category: Rohstoffe

Der Monat Juli geht zu Ende und so wird es wieder mal Zeit, nach den aktiven Spread trading Positionen zu sehen. Juli ist oft interessant für die Getreide Spreads. Alte gegen neue Ernte. Aber auch eine Getreidesorte gegen eine andere Gedreitesorte - Wheat gegen Corn - der aktuell stärkste Spread.

Wheat Z vs. Corn Z

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All The News That Is Fit To Ignore

Posted by Phil Flynn I PFG Best Research • Tuesday, July 27. 2010 • Category: Rohstoffe

The Energy Report Tuesday July 27, 2010

All The News that is fit to Ignore. Gee I miss the old days when a headline or two would get the oil screaming. When the markets feared that even the loss of just one drop of oil could knock the world out of its delicate supply versus demand balance. You remember those days not to long ago when the market soared on even ...

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Bye, Bye, Bonnie

Posted by Phil Flynn I PFG Best Research • Monday, July 26. 2010 • Category: Rohstoffe

The Energy Report Monday, July 26, 2010

With Bonnie behind us and more economic ahead of us the oil market currently is in a state of flux. The market continues to be supported by economic earnings related optimism but at the same time it has to worry about current state of oversupply. Oil and the products remain range bound and will continue to see swings ...

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Bankenstresstest nur ein Bluff?

Posted by Marc Nitzsche • Monday, July 26. 2010 • Category: Rohstoffe

Am Freitag wurden die Ergebnisse des Bankenstresstests veröffentlicht, die seitens des Committee of European Banking Supervisors (CEBS) durchgeführt wurden. Von 91 getesteten Banken bestanden 84 den Test und nur sieben fielen durch. Unter diesen sieben Banken befand sich die Hypo Real Estate sowie eine griechische Bank und fünf spanische Cajas (eine Art Sparkasse). Die Medien nahmen dies ...

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Mixed news

Posted by Tim Hannagan I PFG Best Research • Friday, July 23. 2010 • Category: Rohstoffe

Thursdays weekly export sales report came out putting wheat exports last week at 382 t.m.t. up 24% from the previous week. This suggest that some buying for insurance against falling world production may be beginning. With 950 m.b. sitting in U.S. storage there’s no threat of running out the next 12 months but fear of continued world production declines may lead more end users to move ...

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My Bonnie

Posted by Phil Flynn I PFG Best Research • Friday, July 23. 2010 • Category: Rohstoffe

The Energy Report for Friday, July 23, 2010

All right readers, you knew this was coming. My Bonnie lies over the ocean. My Bonnie will make rig workers flee. My Bonnie will slow gulf operations, and bring oil bears to their knees. Sorry about that but I just had to do it. Batten down the hatches! Oil is getting blown out of its recent trading range hitting a ...

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Ben What A Bummer!

Posted by Phil Flynn I PFG Best Research • Thursday, July 22. 2010 • Category: Rohstoffe

The Energy Report for Thursday, July 22, 2010

Bummer Bernanke - Ben what a bummer! Way to bring us all down Ben. Dude, we were feeling happy in this little bubble world of earnings driven economic expectations and you go and have to ruin our little economic recovery fantasy world bliss. Why did you have to tell us the truth man and ruin the buzz?
That ...

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Spread Trading - Juli

Posted by Mike C. Kock • Wednesday, July 21. 2010 • Category: Rohstoffe

Nach langer Zeit möchte ich wieder mal einen Blick auf das Spread Trading werfen. Zuerst sehen wir uns die Forwardkurven an.

Forward - Soybeans

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