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MORGAN STANLEY: This Is What The The World's 14 Most Important Commodities Will Do

By: Decomposed in ROUND | Recommend this post (0)
Sat, 29 Sep 12 2:13 AM | 96 view(s)
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Whew! For half a second, I thought I was looking at Monsanto's new genetically-modified asparagus!

NOTE WHAT MORGAN STANLEY HAS TO SAY ABOUT GOLD. 

MORGAN STANLEY: This Is What The The World's 14 Most Important Commodities Will Do

Rob Wile|Sep. 24, 2012, 5:30 PM
BusinessInsider.com

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With the growing global population increasingly demanding goods, many financial advisors have advised clients to invest in commodities.

Morgan Stanley's commodities team led by Hussein Allidina favors soybeans, corn, and wheat as poor weather conditions slam supplies.

They also like precious metals, particularly gold and silver, as loose monetary policy sends investors seeking something with more stable value. In fact, Morgan Stanley recently called the Federal Reserve's latest action a game changer for the yellow metal.

What follows are Morgan Stanley's opinions and price targets for 14 major commodities.

I am cutting out the details, but here are the 14 - in no particular order so far as I'm aware.  

1. Brent oil continues to be affected by geopolitical tensions

2. Natural gas supplies will tighten by the end of the year, eventually sending prices higher

3. Aluminum prices will stay at low levels due to oversupply and too much production

4. Copper prices will lead the industrial metals due to supply concerns

5. Nickel supplies remain high, but price risk is to the upside

6. Zinc will continue to suffer from oversupply for several more quarters

7. Gold is the best commodity to own right now

8. Silver prices will be supported by the same forces fueling gold's rally

9. Platinum lacks the safe-haven status of gold or silver

10. Cotton will rise and fall with China

11. Sugar prices will get hit from Brazil's massive harvest

12. Corn could be pushed into double digits

13. Wheat prices could surge for two reasons

14. Soybeans are Morgan Stanley's second most-favored commodity behind gold

 

Full piece: http://www.businessinsider.com/morgan-stanleys-commodities-outlook-2012-9?op=1#ixzz27U8MUsWh




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Gold is $1,581/oz today. When it hits $2,000, it will be up 26.5%. Let's see how long that takes. - De 3/11/2013 - ANSWER: 7 Years, 5 Months

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