Commodity Morning Trading Guide | Globe Capital Market LTD.
18-Jul-2024
Commodity Morning Trading Guide

Bullions counter may trade on upside path as gold prices edged higher on Thursday, trading not too far away from a record high scaled in the previous session, as rising anticipation of a U.S. interest rate cut in September boosted demand.

Report Overview

BULLIONS

•Bullions counter may trade on upside path as gold prices edged higher on Thursday, trading not too far away from a record high scaled in the previous session, as rising anticipation of a U.S. interest rate cut in September boosted demand.
•Overall gold can move in range of 74000 -74600 while silver also can move in range of 91500 -93500. Decreasing rates and U.S. elections are two immediate factors likely to push gold beyond $2,500, as gold tends to benefit from economic and geopolitical uncertainty, said Ryan McIntyre, senior portfolio manager at Sprott Asset Management.
•Markets expect a 25 basis point reduction at the Federal Reserve’s September meeting, according to CME’s FedWatch Tool.
•U.S. economic activity expanded at a slight to modest pace from late May through early July, with firms expecting slower growth ahead, a Fed survey showed.

BASE METALS

•In base metal counter, Copper prices can trade on weaker path as it can move range of 835-842.
•Aluminium prices are expected to move in lower in range of 218-224. Aluminium prices fell to their lowest in more than three months on Thursday, while Shanghai nickel dropped to its lowest in over four months, pressured by rising output in major producing countries.
•China’s production of primary aluminium in June rose to the highest level since at least 2014, and output in the first half grew 7% as producers ramped up production fuelled by higher profit margins thanks to a recent surge in prices.

ENERGY

•Crude oil may trade on upside path as it may move in range of 6900-7000. U.S. crude inventories fell by 4.9 million barrels last week, data from the U.S. Energy Information Administration showed. That compares with a 30,000-barrel decline and a drop of 4.4 million barrels in a report from the American Petroleum Institute trade group.
•On the demand side, the prospects of cuts in interest rates in coming months in the United States and Europe helped to support the market. Lower interest rates often spark buying and boost oil demand.
•Federal Reserve officials said on Wednesday the U.S. central bank is “closer” to cutting interest rates given inflation’s improved trajectory and a labor market in better balance, possibly setting the stage for a reduction in borrowing costs in September.
•Natural gas can trade on lower path as it can move in range of 166-174.

Disclosure

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