We continue to believe that soft commodities will outperform base and precious metals in the future.
We are starting to see an influx of money in the soft commodities and other areas of the commodity sector.
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The good news: Coffee prices and soft commodities in general are expected to keep moving higher, making JO worth a look.
In the 1980s and 1990s, the seasonal research was concentrated on the commodity markets, as many veteran commodity traders were familiar with seasonal tendencies in the grains, meats, and soft commodities.
My core belief is that excess speculation from the hedge fund feedback loop in the soft commodities markets combined with a rapid increase in catastrophic weather incidents will mean continued price spikes and dislocations.
Hard or soft, commodities have fuelled desire, greed and war since the days of Pharaoh.
Rogers says "soft" commodities like grains, oilseeds and fabrics, which have generally not shared in the boom, are likely to outperform.
Gold fell with a wide range of commodities on Thursday after soft manufacturing surveys in China and the eurozone dented risk sentiment.
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While Japan suffered the direct impact of a massive tsunami, which also caused a nuclear crisis at the Fukushima Daiichi plant, the U.S. saw production hit by supply chain disruptions, as Japan provides many of the intermediate goods needed to build cars. (Read Bernanke Fed Blames Commodities And Japan For Soft Patch).
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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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He observes that prices for many commodities are already near all-time highs, even with "kind of a soft recovery" in the U.S. and Europe, and robust growth in Asia.
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