Indeed, May's joint sell-off in commodities and equities echoes similarly timed declines in 2010 and 2011.
Easing likely would help other commodities and equities on hopes that it would help speed up an economic recovery.
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Hackett said the divergence between commodities and equities is not unlike what happened in 2007, but in reverse, when investors fled stocks and ran to commodities.
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Until the market sees the US making headway in closing its budget gap, and until the US economy starts hiring again, commodities and equities tied to the emerging markets are going to gain.
In anticipation of the new regulations, DB set up a new derivative exchange-clearing unit called Markets Clearing for listed and over-the-counter derivatives for interest rates, foreign exchange, credit, commodities and equities contracts.
We have been at zero percent since December 16, 2008 with recreated bubbles in commodities and equities with the housing bubble still deflating and with toxic mortgage securities still sloshing around the banking system.
This is because the derivatives contracts of bonds, commodities and even equities are far more easily traded away from their home country than are shares.
Metals markets are particularly attractive for sharp operators because, unlike some other commodities, or equities, the underlying asset can be stored indefinitely without spoilage or change.
As such, it makes sense for you to have some investment exposure to equities and commodities.
Maintain exposure to assets that can benefit from both deflationary (high credit quality bonds) and inflationary (equities, commodities) pressures.
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This year commodities and emerging market equities are proving to be constraints on the asset management returns for Goldman.
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Dolan pointed to equities, commodities and non-dollar currencies in the risk category and the U.S. dollar and U.S. Treasuries in the safe haven category.
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Craft an effective approach for the year ahead armed with knowledge about these proven seasonal patterns, which commonly affect equities, commodities, and currency markets.
More easing is probably already priced into equities and commodities anyway.
Younger intelligent investors, for instance, invest more funds into high-risk assets, such as equities and commodities, while older investors invest more funds into low risk or no risk assets, such as government and corporate debt and bank deposits.
Commodities have surged past equities since the beginning of the year, as demand issues and political uncertainty push oil up to record marks and weather patterns across the globe have caused lower crop outputs for commodities like corn and wheat.
What they can not live with is uncertainty about the future, and that is the reason that equities, commodities, and other risky assets have sold off sharply, and why there is a rush into safe havens, such as U.S. government debt and the U.S. dollar (NYSE: UUP).
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The risk trade in equities and many commodities are under selling pressure.
One factor holding the metal back, he said, are some of the recent losses in other markets, such as equities and other commodities.
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For example, unlike earlier this year when oil and commodities soared as alternatives to equities, stocks such asMonsanto and U.S. Steel were some of the hardest hit Thursday.
The tendency has been for market participants to move into so-called risk assets such as equities and many commodities on days when they are exiting Treasury securities and the dollar weakens as a result.
Against this backdrop, coupled with ongoing debt issues in the eurozone, gold futures are on the defensive Monday as many investors shift to cash with global equities and most commodities getting pounded amid general risk aversion.
One possible explanation is that professional investors are selling stocks to goad the Fed into rate cuts, since Bernanke specifically identified weakness in the financial markets -- assuming he meant equities more than commodities -- as a threat to economic growth.
Gold pulled back from its record highs this week when equities fell sharply Thursday, with several analysts at the time citing selling of gold to raise cash to cover losses and margin calls in equities and other commodities that were in a freefall.
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That's a nice way of saying that during recent years the Harvard Management Company, the university's investment subsidiary, diverted large portions of the university's endowment assets out of safe but poky low-yield securities (as of last June fixed-income investments accounted for only 16% of Harvard's portfolio) and into what this Forbes story describes as "exotic financial instruments": derivatives, hedge funds, private equity partnerships, commodities and emerging-market equities.
Outflows have been the theme of the last two quarters, both in equities as well as commodities.
So it makes sense to be biased towards equities, bonds, commodities, houses and wine instead of cash.
Either way, investors may be using the current downturn in the commodities market to reposition themselves into equities.
The FED and Central Banks want to force savers and investors to put their money at risk in equities whether stocks, commodities or real estate.
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