Posts tagged as:

bounce back

Gold Still Shines

by Gabriel Andre on November 25, 2008

Gold is bouncing back. According to the World Gold Council, which has released its last statistics recently, the demand has surged on the third quarter: from the jewellery industry first, but also from investors through certificates and ETF’s.

The physical demand has surged in Europe and in the US, but despite those flows prices remained between $700 and $800 an ounce on the market during the last month. After several months of correction and sharp countertrends, the last 4/5 weeks have been a consolidation phase.

Despite the turmoil on the finance sector and the banking crisis, the equity markets’ plunge and the growing global recession, gold prices did not soar as it could have been expected. Indeed, the deleveraging of the hedge funds that have been facing large redemptions has capped prices on the upside.

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Aluminium to Bounce Back, But Not Yet

by Gabriel Andre on November 17, 2008

Aluminium prices have been strongly impacted by the decline of the global demand, whereas the offer was increasing significantly due to the massive investments realised these past years in production capacity.

As a result, this disequilibrium generates several consequences, where the most important one is of course the severe decline in prices since last July.

At the beginning of the year, the stock was of 929,000 tonnes of aluminium on the London Metal Exchange (LME). As the offer increased but the demand slowed, the current stock is now above 1,600,000 tonnes. It’s a surge of 72% in 11 months.

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