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Mix-Ansicht- Muuuuuuuuh! Goldman Sachs empfiehlt: Kauft Rindviecher! - Per_Jakobsson, 13.12.2004, 09:28
- Dann nehm' ich Schröder und Greenspan - Diogenes, 13.12.2004, 14:42
Muuuuuuuuh! Goldman Sachs empfiehlt: Kauft Rindviecher!
-->Der GS-Commodity-Report vom 6.12. empfiehlt weiterhin Ăśbergewichten von Energie (11% Rendite auf 12-Monatssicht erwartet):
„The warm weather has lead us to modestly lower our WTI average 2005 price forecast by $1.00/bbl, to $46.00/bbl, but given that distillate fundamentals remain tight and investors are now likely short, we believe that price risk remains skewed to the upside should weather return to normal or colder than normal...”
Bei Nichtenergie-Rohstoffen wird Anstieg von 9% erwartet:
“We continue to believe that low and declining base metals inventories will likely support base metals returns on a three- to six-month horizon and that further expected dollar depreciation will continue to support returns from the precious metals sub-index. In addition, we believe that a still-tight underlying supply situation in the US cattle/beef markets and the eventual resumption of more US beef exports will continue to lend support to the livestock markets. Although the agriculture sub-index declined modestly on the month, we still believe that downside price risk from current low levels remains very limited and that price risk for both corn and wheat remains skewed to the upside given still very low inventory expectations over the next year. We believe that wheat in particulat is undervalued owing to risks to Australian and Canadian production, as well the potential for Chinas wheat restocking...”
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