While the North American and European economies are steaming ahead, why are global commodities going the other way?
The global commodities boom has meant impressive growth for fertilizer companies and this is only slated to continue, according to a spate of industry-wide price target raises.
China is now disrupting global commodities markets, influencing the price of gold, and affecting pricing for many soft and hard goods producers around the world.
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Global commodities have returned to their nominal peak level, last seen in July 2008 and as such, Brazilian companies may well miss out on vital export sales.
JPMorgan has handed over 28 emails, many of those between Blythe Masters, head of the global commodities group, and Francis Dunleavy who heads the principle investments for that group.
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Finally, the bumper pay can be seen as a reflection of the success of the London Stock Exchange at becoming the listing destination of choice for global commodities companies.
Glencore is looking to retain top talent at Xstrata in order to create a global commodities giant that can compete with the likes of BHP Billiton, Rio Tinto, and Vale.
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Semple says small cap fund is betting on reforms going forward, and when that happens, smaller companies that are not tuned into the global commodities trade, will outperform as small caps tend to do.
The rise in global commodities has aggravated the challenges of this policy, since Beijing can expect to import more goods at higher costs, even as it fails to generate new household consumption-driven demand effectively (notwithstanding the surge in automobile imports when comparing the first-quarter 2011 deficit to that of 2004).
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Global health commodities obey the same laws of economics as any other commodities: shaping markets to bring supply and demand into alignment will yield significant improvements in the delivery and availability of key products such as oxytocin and magnesium sulfate.
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Japanese trading houses, long big players in global energy and commodities markets, recently have stepped up acquisitions in the global water business.
Japanese trading houses, long major players in global energy and commodities markets, recently have stepped up acquisitions in the global water business as they seek to tap a growth market with stable cash flow.
This year Gruber looks for 3.5% growth, boosted by lower rates and strong global demand for commodities.
The proposed merger would create a global mining and commodities player that will compete with the big boys.
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Michael Lewis, global head of commodities research with Deutsche Bank, said the metals weakness had its origins back in July.
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Similarly, developing nations will continue to grow, which will not only help the values of their company stocks, but will also help drive the global demand for commodities.
It has famously been interrupted through the centuries but also in recent times, as global busts in commodities or real estate, or other home-market vagaries, got in the way of would-be Marco Polos.
"The dollar is inversely correlated with global equity prices and commodities, " explains Bob Morris of Citi.
The major technical trend for the majority of the commodity markets is still positive, as is the global demand outlook for commodities.
The resurgence in national prosperity, helped by booming global demand for agricultural commodities, has occurred despite the fact that rancorous disputes over the default have kept the country shut out of international capital markets.
This past week we found out that 100, 000 commodities traders did not know what had become of their hard-earned money left in segregated customers accounts at MF Global, a commodities dealing house now bankrupt.
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.
The value of its stock plunged along with other commodities during the global financial crisis.
That would bolster the global market for these precious commodities, reducing costs from raw materials all the way across the manufacturing supply chain, and ultimately to consumers.
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The fundamental economic picture looks like a good one for commodities markets with global economic growth reaccelerating and central banks from Washington to Frankfurt, London and Tokyo embarked on unconventional monetary policy to spur growth.
The Midwestern states of the U.S. produce the majority of the cultural commodities on the global market, so the drought and concomitant rise in food prices is sure to place additional strain on the global economy.
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Gold, oil and most commodities declined as the global economy showed signs of weakness.
The U.S. recession will damage the global economy and suppress demand for commodities.
Dooley (45) was a commodities trader for MF Global in February 2008 when he placed a wrong-way trade on wheat.
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