Copper Trade Most Bullish Since October on Stimulus: Commodities 09-06-12

Salient to Investors: Copper bulls at their highest percentage since Oct. 14 2011 on rising speculation central banks will bolster growth. Hedge funds are bullish for the first time since May, while stockpiles dropped to the lowest level in almost four years. Jeffrey Currie at Goldman Sachs said commodities may rise 10 percent, copper to

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ETFs Poised to Exceed Trade in S&P 500 as Spiders Beat Apple – Bloomberg 08-06-12

Salient to Investors: The value of transactions in S&P 500 Index ETFs is about to exceed the turnover for all of the index stocks for the first time. Bears claim the increase in ETFs shows investors are giving up on picking stocks; bulls claim it shows that individuals and institutions still want to own equities

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Fed Growth Forecasts Key to Easing as Job Market Stalls – Bloomberg 06-13-12

Predictions: Goldman Sachs lowered Q2 growth estimates to 1.6 percent from 1.8 percent, Morgan Stanley to 1.8 percent from 2 percent,  Credit Suisse to 2.2 percent from 2.5 percent. JP Morgan’s expects more Fed action because Bernanke is far from achieving his economic mandate. Median forecast of 70 economists expects the economy to expand at

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Gold-Investment Demand in China to Advance 10%, ICBC Says – Bloomberg 06-10-12

Predictions: Industrial and Commercial Bank of China ‘s Zheng Zhiguang says the financial crisis has evolved into a sovereign crisis so expects gold-investment demand in China to grow more than 10 percent this year as buyers seek a haven from lackluster equity markets and property curbs. Individual, institutional or even government investors should own gold

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Copper Trade Most Bullish Since March as China Cuts: Commodities – Bloomberg 06-07-12

Salient to Investors: National Securities Corp said that a Chinese stimulus package will turnaround copper prices. Hedge funds and speculators remain bearish on copper. Predictions: IMF is predicting EU GDP will fall 0.3 percent in 2012. Goldman Sachs sees copper at $9,000 in three months. Morgan Stanley sees a 130,000-ton shortage for copper supplies in 2012

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