Category Archives: Commodities

Marshall Auerback: What US Treasury Yields Might Be Signalling

Bond yields warn of deflation. How real is this worry?

2016: Oil Limits and the End of the Debt Supercycle

How tight linkages among phenomena, such as oil and commodity prices, and flagging non-elite wages, are about to cause substantial economic disruption.

Another Slow Year for the Global Economy

The factors that dragged down the global economy in 2015 will persist – and in some cases worsen – in the new year.

Wolf Richter: Welcome to 2016! With Just a Touch of Mayhem for Stocks

Stocks took a beating around the globe on the first day back in 2016. Hopes of a better year start out inauspiciously.

Private Equity Made Bad Bet on Ships, Hit by Collapse in China Trade

Private equity’s misadventure in ships is yet another proof of both hubris and too much money looking for deals.

Report: Eagle Ford Shale Has Peaked, Lifting of Oil Export Ban Could Drain Field More Quickly

Geological fundamentals clearly show that high decline rates, limited sweet spots, and finite numbers of drilling locations will limit long term contributions to production.

Ilargi: The Great Fall Of China Started At Least 4 Years Ago

Why China’s slowdown and exported deflation started far earlier than most pundits and analysts would have you believe.

China’s Raging Bond Bubble Exposed

Yet another China risk warning.

How Much Longer Can The Oil Age Last?

Even with the cost efficiency of renewables being much higher than many realize, major energy buyers don’t act as if the oil age is ending soon.

Glencore, Commodities Traders, and Systemic Risk

Mega commodities trader Glencore and its big peers are looking wobbly. How worried should you be?

Wolf Richter: Corporate Revenue Recession Spreads past Dollar, Energy

Now that 495 of the S&P 500 companies have reported second quarter earnings, something has become abundantly clear: 2015 is going to be a nasty year for corporate revenues.

Why Did Oil Prices Just Jump By 27 Percent in 3 Days?

Oil prices have posted their strongest rally in years, jumping an astounding 27 percent in the last three trading days of August.

While much of the recent price movement defies reason and is enormously magnified by speculative movements by traders to take and cover their bets on oil, still, there were a series of rumors, events, and fresh data that helped contribute to the spike.

Don Quijones: Why Are the Four Richest Men in Mexico Getting Crushed?

By Don Quijones, of Spain and Mexico. Originally published at Wolf Street Tough times for Mexico’s very richest. A couple of weeks ago, I reportedthat Carlos Slim, once the world’s richest man and the undisputed Big Boss of Slimlandia, as Mexico has come to be called, lost $7 billion in the first seven months of 2015. But […]