Where has the resources boom gone? I don’t mean the one driven by iron ore or coal, nor oil, but by surging demand from China, India and the rest of the emerging world? Warning bells are sounding in metals markets and there is every indication that even in China, there are some rough times ahead. The shares prices of some Australian producers are reflecting the emerging weakness. last week we reported on Fox Resources, a small Australian miner deferring work on copper and nickel prospects and mine. Power shortages and a looming oversupply of some metals and weakening prices make for interesting decision making for some companies, especially if they are in China. And when a weakening market price happens to emerge as this power crunch happens, China seems to act as one to try and modify the market weakness and correct the imbalance in power demand. Take ...

After a large run up in Q1 of this year Agriculture related commodities pulled significantly. Its not uncommon for futures to take a dive after such a large run up. However, a few short months later agriculture commodities are at it again. Check out the chart of DBA: Right side of this chart is quite compelling has buying interest has shown up in recent weeks. With talk increasing about inflation and what the FOMC will do to combat it will certainly bring attention, once again to agriculture related commodities. Speaking of inflation and FOMC the dollar has been on a tear as of late. Ben Bernanke has recently been taking a stand regarding the stance the FOMC is taking. This certainly helps the dampen the fear that the market will continue to have an oversupply of dollars. The next ...