Goldman sees Fed-driven dip in commodities as a 'buying opportunity'

Reuters2021-06-18

(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying...

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phantom74
2021-06-21
phantom74
Like it
JINGYI
2021-06-21
JINGYI
Wow
RickSanchez
2021-06-20
RickSanchez
Goldmine Sacks
Vincentkhoo1
2021-06-20
Vincentkhoo1
like
Jacqueslim
2021-06-20
Jacqueslim
Hope it will continue to go uo
NCM
2021-06-20
NCM
Ok

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It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation 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