Salient to Investors:
The S&P GSCI spot gauge of 24 raw materials is on a seven week advance – the best streak since October 2010.
Sijin Cheng at Barclays said sentiment is quickly shifting to a ‘risk-on’ mode.
Jonathan Barratt of Barratt’s Bulletin said Middle East geopolitical concerns should add a $5 to $6 a barrel premium
On September 6, Jeffrey Currie at Goldman Sachs said he sees the S&P GSCI Enhanced Commodity Index Total Return climbing another 10 percent .