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Letter "J" » Jon Bergtheil Quotes
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«The economic background to metals is therefore supportive, but metals also have the additional price driver of extensive activity by investment funds. Ongoing investment into commodities by broad-based global funds remains very strong.»
Author: Jon Bergtheil
«Mine supply in zinc remains very constrained. Zinc is the one metal that deserves a re-rating based on physical demand and supply characteristics alone.»
Author: Jon Bergtheil
«Exits from the baskets could have a disproportionately larger impact on the less-liquid metal markets.»
Author: Jon Bergtheil
«The real demand source is China, rather than Europe, but the country is rapidly alleviating its raw materials input problems.»
Author: Jon Bergtheil
«People are positive on the demand side of these metals as the global economy grows. Falling inventories also help.»
Author: Jon Bergtheil
«Dollar weakness in the past three days has indeed been a key driver of the copper price rise.»
Author: Jon Bergtheil
«Oil has been a key driver because it's a big part of the commodity baskets like Goldman Sachs index. Oil is making these baskets perform, which is making people buy the baskets.»
Author: Jon Bergtheil
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