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Monday, June 1, 2009 Precious metalsThey used to say that if you wanted to know how the economy was doing, then you should just ask Dr. Copper. You see, Dr. Copper is the guy most closely wired to what's happening within the economy. He's pretty clued in...
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Thursday, May 28, 2009 Global Bond Breakdown - Part IIWe had intended to use the opportunity today to write about something completely different, such as cocoa plantings in the Ivory Coast. Sadly the Internet connection from the major newswires in that p...
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Wednesday, May 27, 2009 Global Bond Breakdown We've been twiddling our thumbs lately wondering whether to buy government debt. Actually, we've been waiting for the price of government debt to fall far enough, or for yields to rise far enough to make it ...
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Friday, May 22, 2009 Dollar plunge offset by Fed's fearsThe dollar took a pasting mid-week reaching its lowest point so far in 2009. There was little to actually drive the unit lower at the time other then a positive yet creeping sentiment in favor of re...
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Thursday, May 21, 2009 If you really want some yield, look over thereAs the cost of the Obama administration's Herculean effort to get the U.S. back on track makes that legendary digital scoreboard counting the per person cost of the national debt near T...
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Wednesday, May 20, 2009 When calamity strikes and your checking account is low Tuesday's U.S. housing starts where precisely a lesson in why it doesn't pay to be overly optimistic. The excesses of the booming years for construction, which saw over 2 mil...
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Tuesday, May 19, 2009 The Hungry Tiger Wakes That's the exact headline we sent out to readers of Jurojin Weekly in the tiny hours of this morning. This week's issue discusses the resumption of China's appetite for raw materials and energy products. On t...
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Monday, May 18, 2009 The way ahead for your money There's an excellent article in this weekend's Wall Street Journal1 - in which the author undermines some of the claims made by the investment funds who run managed futures funds. Well, he doesn't so muc...
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Friday, May 15, 2009 Global bonds We were recently spot on in our assessment that both German and U.S. bond yields would press higher as pressure grew surrounding the belief that perhaps global economies were recovering. In fact to be strict, we cast an ...
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Wednesday, May 13, 2009 It never rains, but it pours That headline is really the story of two states: Florida and Texas. Central and southern counties of Florida, the world's second largest producer of oranges used to produce frozen orange concentrate, h...
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Tuesday, May 12, 2009 The long and winding road to recovery Monday turned out to be one of those days where nothing goes right. You can see the bus coming but your effort to catch it before it leaves the stop is rewarded only by a car zooming through a p...
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Monday, May 11, 2009 The path ahead for the euro The new week begins as the old one ended. The United States has the highest rate of unemployment in a quarter century, while around 5.7 million jobs have been lost since the recession began. Soon, we'll be...
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Friday, May 8, 2009 Long term interest rates crack We like to cover all the bases here at the Daily Jurojin. Our remit is to monitor global activity and find ways of playing the themes. We pride ourselves on piecing things together and adopting the appro...
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Thursday, May 7, 2009 Don't turn your nose up at a pig! If we opened today's commentary by saying that the Mexican authorities had fewer cases of swine flu to report in recent days, we'd be doing disservice to pig famers. Instead, we should join the now ...
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Wednesday, May 6, 2009 A $2.2 billion dollar infection The Mexican finance minister thinks that the recent flu outbreak centered on its capital city might have cost the economy as much as $2.2 billion. Cancelled flights by airlines responding to a sudde...
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Tuesday, May 5, 2009 Cotton What our team at Jurojin Weekly has always loved about the open outcry commodity markets is the fact that they are so transparent, reacting to the reality of supply and demand. Cotton prices were no exception to the slump in w...
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Monday, May 4, 2009 Chinese demand boosts soybeans The surge in the price of CBOT soybean futures shows no signs of stopping after contracts traded at a six month high to cap a week in which prices rejected fears over swine flu as traders focused on a co...
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Friday, May 1, 2009 Stocks stall ahead of auto-sales data The S&P 500 index recoiled Thursday from its highest point since the beginning of December, leaving behind a 15-point rally only to close lower on the day. As the month came to a close the S&P spo...
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Thursday, April 30, 2009 Bonds down - grains up! We noted yesterday that U.S. bond prices were looking heavy and that yields were pushing against the ceiling as they edged towards a near-six month high. Wednesday's data included a larger than expected sl...
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Wednesday, April 29, 2009 Drama dies down - yields rise As we noted in Monday's Daily Jurojin rising stock markets for the past six months would probably help lift consumer confidence. On Tuesday the Conference Board's confidence survey's of current and ...
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