Barclays Capital
Barclays Capital
Barclays Investment Bankis the investment banking division of the British multinational Barclays bank headquartered in London. It provides advisory, financing and risk management services to large companies, institutions and government clients. It is a primary dealer in U.S. Treasury securities and various European Government bonds...
apparent believe chinese crude demand figures imports october oil period rise signals stronger
We believe the rise in Chinese crude oil imports in October signals a period of stronger Chinese apparent demand figures over Q4 2005 and Q1 2006.
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While strikes in Chile rarely tend to last for very long, any disruption to production or shipments will lend support to copper prices given the strong demand environment and lack of spare material.
economy encourage market optimistic outcome pivotal prior strong today view
U.S. payrolls are much more pivotal today than in prior months. A strong outcome would encourage the market in its increasingly optimistic view of the US economy and hawkish view of the Fed.
across among continues enthusiasm founded general interest market strong
This market continues to look very strong ... Enthusiasm among speculators is founded on its constructive fundamentals and general interest across commodities.
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After the very strong pickup in U.S. growth data over the past few weeks, we believe the risk of a sharp slowdown in commodity demand looks negligible in the short term.
believe commodity data demand few growth looks past risk sharp short strong
After the very strong pick-up in U.S. growth data over the past few weeks, we believe the risk of a sharp slowdown in commodity demand looks negligible in the short term.
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The continued strong performance of commodity investments, allied to the desire of many institutional investors to diversify their equity and fixed income exposures, suggests that commodity investments are likely to continue growing strongly in 2006.
above balance cannot commodity dominating further gains gold high inventory market momentum oil prices ruled strong terms
While we think such high prices are not justifiable by gold 's commodity fundamentals in terms of market balance and inventory levels, the combination of a surge in oil prices above $70/barrel, geopolitical tensions and strong momentum is dominating at present, and further gains cannot be ruled out.
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It is now appropriate to talk of a major energy crisis after Hurricane Katrina pushed U.S. energy markets beyond the edge. The impact of Katrina has been to produce a significant discontinuity.
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OPEC production is falling in any case thanks to Nigerian losses, and the threat from Niger Delta militants to oil exports has the potential to get even more serious.
buying help levels physical price provide unclear
Physical buying could help provide some support, but it is still unclear at which price levels they would re-emerge in significant quantities.
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Recent hurricane damage in the U.S. has impacted natural gas more than any other energy market.
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Italy's problems appear so deeply rooted that the next government, whatever its complexion, is unlikely to do little more than make a start at solving them.
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We continue to question how close the situation now is to either complete company withdrawal from the area or a strike by workers due to the obvious lack of security.