Commodity Markets
Perspectives on various aspects of the commodities markets derived from our unique portal into the global flow of physical commodities
Our Second Quarter issue touches on a diverse array of topics across the commodity markets including politics and cocoa in Ivory Coast, the shifting contours of the domestic geography for crude oil and myths about data published in the Commitment of Traders.
The feature articles include an exclusive interview with Michael R. Keller, CFA, who co-manages BBH Core Select and an in-depth analysis of the Chinese economy through the lens of demographics and what it could mean for global commodity consumption.
Our October issue includes analysis from Jared Keyes, Partner in charge of BBH's New York Banking practice, on the resurgence of the Brazilian economy and its effect on the country's flourishing coffee trade and summaries of the exogenous factors driving market prices for silver and copper.
This issue includes an interview with Marc Chandler, BBH's Global Head of Currency Strategy, to tease fact from fiction in the relationship between currencies and commodities and a discussion of the state of the steel markets and the growing use of steel futures as a risk management tool.
The articles in this issue include an interview with John DeMuria, co-owner of Volcafe-USA, to discuss recent volatility in the green coffee market - Volcafe-USA is an importer and marketer of green arabica coffee for ED&F Man's coffee division, the Volcafe Group, which is one of the world's top-3 coffee traders by volume traded. Issue also includes a review of the fundamentals driving the recent price increases in the opaque markets for minor metals and rare earths.
The May issue includes a dissection of the copper markets through the lens of scrap metal and a breakdown of the underlying fundamentals driving cocoa price volatility.
This issue includes a discussion of the volatile green coffee markets and brief market summaries of silver and cashews.