Last quote by Carsten Menke
There is nothing to suggest the market is tight. We need to see signs of tightness driven by the supply disruptions, or if the market is amply supplied, as it seems to be at the moment, I'd say prices need to come down.
Mar 20 2017
Carsten Menke has been quoted 11 times. The one recent article where Carsten Menke has been quoted is Copper bets cut ahead of Fed minutes, but supply doubts linger. Most recently, Carsten Menke was quoted as having said, “It's all about the disruptions in Chile and Indonesia, but we don't think it will have a lasting impact . The assumption is that the strike at Escondida will be contained duration wise.”.
Quotes by Carsten Menke
Feb 22 2017
It's all about the disruptions in Chile and Indonesia, but we don't think it will have a lasting impact . The assumption is that the strike at Escondida will be contained duration wise.
Jan 30 2017
For the moment, this growth euphoria that kicked in after the U.S. elections has gone. If we didn't have this supply news going on, we think prices would have come down rather quickly.
Nov 08 2016
The (EU's) determination to protect the domestic steel industry remains high...There will be more and more hurdles for the Chinese.
Oct 03 2016
There's a lot of ore coming to China at the same time as steel demand slows down seasonally.
Jul 18 2016
This slowing increase in Chinese house prices we've seen over the weekend puts the focus back on the medium to longer term issues which is oversupply in the real estate market.
Jul 18 2016
This euphoria that we've seen in the steel and iron ore markets is clearly fading again based on the (home price) data and you have some spill over in copper and aluminium.
Feb 08 2016
Due to prevailing risk aversion in financial markets and mounting global growth risks, a bearish outlook on gold is not warranted anymore.
Jan 18 2016
The market is now re-pricing the overall macro risk through short covering in the futures market. Gold is a natural hedge, or insurance you look for when your equity market portfolio is a little more volatile.
Jan 05 2016
More weakness in China ... would be more positive for gold but investors would need to see more evidence of systemic issues there, which is still unlikely.
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