The MSCI World Index of advanced -nation equities has surged 65% from this year's low on March 9, while the MSCI Emerging Markets Index has leaped 96%. The Reuters/Jefferies CRB Index of 19 commodities has added 33%. br /br /Emerging markets have outperformed and have seen massive amounts of inflow. But when your main stream markets like Brazil (Bovespa +68%), China (Shangahai +64%), Russia (RTS +83%), South Africa ( Top 40 +24%), start to mature and look top heavy, investors will start looking towards 2nd tier and 3rd tier frontier markets that have been on the back burner. These frontier markets such as Ghana ( GSE -46%), Nigeria (NSE All Share -30%), Kenya (NSE -14%), Morocco (Madex -3.3%), should attract some fund interest and more inflow.div class="blogger-post-footer"img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/3742382075154765669-837458134324030207?l=danfonds.blogspot.com'//div

GLOBAL MARKETS-Stocks, crude surge as profits, data spur rally

Wall Street rallies on solid profits, recovery hopes

Oil jumps as economic data raises economic recovery hope

* Dollar slips as risk sentiment improves

By Herbert Lash

NEW YORK, July 30 - Global stocks rallied and oil surged more than 5 percent on Thursday as solid corporate results worldwide and encouraging economic data boosted sentiment that had turned skittish earlier in the week.

Commodity prices jumped, with the Reuters-Jefferies CRB index <.CRB> of 19 commodities rising 3.9 percent, its biggest daily gain since March, after a two-day sell-off.

And Long-dated U.S. Treasury bonds rebounded as fears about the appetite for U.S. government debt eased after robust demand for $28 billion in new seven-year notes. ID:[nN30286312]

U.S. equity gains were broad-based, with the Standard & Poor’s 500 Index <.SPX> hitting an almost nine-month intraday high that was less than 4 points below the key 1,000 mark. The S&P closed up

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Gold was flat until the mid-point of the Hong Kong session on Monday, fell steadily from there to a low of $920 in the second hour of Comex trading, then rallied modestly through the rest of the day to regain a little lost ground and finish at $924.90/oz., down $3.90 from Thursday. Overnight, gold is slightly higher. Platinum plummeted from the far East to the New York open, then traded rangebound between $1140 and $1150 through the day, ending at $1144/oz., down $39. Overnight, platinum has been flat.

Silver plunged from its $13.40 peak in Hong Kong to as low as $12.98 in New York’s first hour, then staged a powerful comeback to the noon hour that left it just short of break-even, before flattening out the rest of the day and closing at $13.25/oz., down just 10 cents. Overnight, silver is unchanged. (Click here for charts)

Precious

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The Reuters/Jeffries CRB Index - an index that was first constructed in 1958 and comprises 19 major commodities - has been rising non-stop for the past four weeks and for nine weeks out of the past 14. This surge represents a gain of 30.2% from its low on March 2. But one needs to put this in perspective: the Index fell by 57.7% from its high in early July 2008, and therefore still needs to rise by a further 81.5% to match the previous peak.

I posted an article a week ago entitled “Secular bull in commodities remains intact” and concluded as follows:

“… commodities still seem to be in a supercycle that was only temporarily interrupted by the global economic malaise. As inflation money finds its way into commodities, it is still not too late to purchase these, but only on price corrections that are

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There is an indicator which has been around since 1957. It has accurately forecasted every inflationary and deflationary cycle since.

Watch this short video

This is my number one indicator for large cyclic trends. You may want to watch this index carefully should you want to invest in certain stocks and commodity related markets.

Over the last half-century, this index has seen some remarkable moves both on the upside and more recently on the downside. I believe that this is the indicator that everyone should watch. If you trade stocks or futures and are interested in world trade trends, this is the indicator to track.

The tenth revision of this index renamed it the Reuters-Jefferies CRB Index (NYBOT_CR) You can easily track this indicator everyday using MarketClub.

You can learn more about this index from our Trader’s Blog
Here is a list of the 19 markets that are included in the RJ/CRB …

One of my favorite indicators for large cyclic trends has accurately forecasted every inflationary and deflationary cycle since it was created in 1957.

Watch my February 6th video on this indicator here.

You may want to watch this index carefully should you want to invest in certain stocks and commodity related markets. Over the last half-century, this index has seen some remarkable moves both on the downside and in the last few months on the upside. I believe that this is the indicator that everyone should watch. If you trade stocks or futures and are interested in world trade trends, this is the indicator to track.

Video link to new video and forecast on next page.

The tenth revision of this index renamed it the Reuters-Jefferies CRB Index (NYBOT_CR) You can easily track this indicator everyday using MarketClub. You can learn

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The base metals were all gushing green on Monday. Copper had another strong day, pushing steadily higher from the pre-dawn hours through the day and finishing at its intraday high of $2.2858/lb., up 12 2/3 cents.

Nickel also moved strongly higher, closing just off its intraday high at $6.5559/lb., up 32¾ cents. Zinc was a solid gainer, ending at $0.71/lb., up 2¾ cents. Aluminum was higher, tacking on 2¼ cents, to $0.658/lb., while lead soared, adding 4 1/3 cents, to $0.748/lb.

Copper led the industrials stoutly higher for the third day in a row, and began June in fine fashion, jumping to a seven-month high as traders responded to the declining dollar and some encouraging news out of China.

China’s official Purchasing Managers’ Index came in at 53.1 for May. It was the third straight reading of more than 50, which indicates expansion, the Federation of Logistics and Purchasing said yesterday.

“The Chinese

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U.S. stock markets began June with solid gains as better-than-expected reports on personal income, manufacturing and construction spending propelled S&P 500 to a seven-month high.  The Nasdaq rose to its highest level this year helped by a broad based rally in stocks.  The widely expected bankruptcy filing of General Motors, the fourth largest ever, and rising interest rates failed to check the momentum. The S&P 500 surged 2.6% to 942.87, its highest close since November 5.  The DJIA rose 2.6% to 8,721.44, the highest since January 8.  On the New York Stock Exchange, almost five stocks advanced for each that declined.

General Motors' shares were delisted by the New York Stock Exchange and were dropped from the Dow Jones Industrial Average. Dow Jones said General Motors and Citigroup (NYSE:C) will be officially dropped from the average on June 8 and will be replaced by Cisco Systems (NASDAQ:CSCO) and Travelers Companies

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The base metals were all basking in the green again on Friday. Copper had another strong day, pushing steadily higher from the pre-dawn hours to the noon hour, after which it came off a little to finish at $2.1688/lb., up 4 cents.

Nickel was choppier but had an upward bias, closing just off its intraday high at $6.2271/lb., up nearly 11 cents. Zinc followed copper’s path closely, ending at $0.6828/lb., up 2½ cents. Aluminum moved ahead, tacking on more than a penny, to $0.6353/lb., while lead made a powerful move, adding 3 2/3 cents, to $0.705/lb.

Copper led the industrials higher for a second day in a row, and ended May with its fifth straight monthly gain, as traders rode the declining dollar and those elusive green shoots northward.

Copper is now up 56% on the year, as commodities in general have done well. The Reuters/Jefferies CRB Index of 19 commodity futures posted

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Asian markets jumped to eight-month highs Monday on expectations of a global economic recovery even as General Motors prepared to file for a historic bankruptcy protection.  A third successive rise in Chinese manufacturing also raised hopes that the worst of the economic crisis is over.  The Shanghai Composite Index in Mainland China jumped 3.4% as the country's official purchasing managers' index for May fell to 53.1 from 53.5 in April.  Hong Kong's Hang Seng surged 4% and the Nikkei added 1.6%.

Following the overseas gains, US stock futures suggest Wall Street is headed for a higher open.  Dow Jones industrial average futures rose 1.2% to 8,586. Standard & Poor's 500 index futures jumped 1.4% to 930.50, while Nasdaq 100 index futures gained 1.1% to 1,451.50.       

On Friday, a late-session rally pushed U.S. stocks to their biggest three-month run since 2007, as commodities recorded their highest monthly advance

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