Demand


 

More pain is ahead for this year's worst-performing sector, according to strategists who see oil prices dragging energy stocks even lower.

With crude near $47 after starting off the year above $54, Stephen Schork, founder and editor of The Schork Report, says the commodity will not get back above $50 per barrel anytime soon.

barrel continue crude demand energy Gilbert month oil refineries Schork

 

Gold moved on a slippery track on Wednesday, settling below the Rs 30,000-mark by plunging Rs 300 to Rs 29,750 per 10 grams, in a sign of subdued overseas trend as well as local demand. Additionally, receding geo- political worries involving North Korea and the US made the lose sheen.Globally, gold fell 0.09 per cent to $1,270 an ounce inFading demand from local and retailers at the current level pulled down the further.In the national capital, gold of 99.9 per cent and 99.5 per cent purity fell Rs 300 each to Rs 29,750 and Rs 29,600 per 10 grams, respectively.Sovereign, however, remained flat at Rs 24,500 per piece of eight grams in limited deals.ready dropped as much as Rs 800 to Rs 39,300 per kg and weekly-based delivery Rs 885 to Rs 38,365.coins saw a price decline of Rs 1,000 to Rs 72,000 for buying and Rs 73,000 for selling of 100 pieces.

cent demand fell Gold grams kg local moved Piece Rs

 

International steel stocks are definitely out of favor currently, with valuations more healthy compared to domestic alternatives. In fact, some of the larger international players are, and continue to be, impacted by these moves.

China demand domestic export market POSCO product South Steel ton

 

Amazon was set to raise the offering amid high demand, analysts said.

The ratings agency also changed Amazon's rating outlook to positive from stable.

agency Amazon amid analysts changed debt demand offering raise rating

 

This is because the company shed legacy business, has already build a lot of capacity and has reduced operational cost.

The company is very dependent on China, and as long as Chinese demand doesn't recover, the shares aren't going anywhere.

business capacity China Chinese considerable demand inventories margin NeoPhotonics networker

 

Central banks the world over are confused. The US Federal Reserve wants to increase rates and suck out liquidity that was put in at the time of the financial crisis.Growth and employment are doing fine and low unemployment rates would typically warrant an increase in interest rates.

brand companies consumer demand government in inflation interest private rates

 

In my previous article published on June 13, 2017, I had explained in detail, my rationale for considering Align Technology (NASDAQ:ALGN) as a solid investment opportunity for 2017.

I have already explained the market potential of the malocclusion segment and the addressable market opportunity for Align Technology’s flagship product, Invisalign, in the previous article (linked above).

Align demand doctor growth Invisalign market North America Q2 teen YoY growth

 

Oclaro Is Cheap [0.10]

Posted on Aug. 14, 2017, 1:55 p.m. by Long Investing Ideas from Seeking Alpha @ [source]

The headwinds will also taper off sooner or later.

Another optical networker hit by some headwinds, much of it blowing out of China.

booming China demand expect legacy market Oclaro optical Products Revenue

 

Gold to remain bullish on safe haven buying [0.11]

Posted on Aug. 12, 2017, 5:03 p.m. by Markets @ [source]

Bullion normally sparks at times of geopolitical tension and is considered a safe bet against inflation. With the festive season coming in, physical demand is expected to rebound in the near term,” said Ketan Shroff, Director, India Bullion and Jewellers Association.While announcing the demand trend early this month, the World Council estimated India’s demand to remain range-bound, with an upward bias.

cent demand dollar India investors lower market oil physical Rs

 

According to OPEC, global OECD oil inventories fell 22 million barrels in June to end at 3.033 billion. Production in Saudi Arabia rose by 32,000 b/d to 10.067 mmbd, which is above its production ceiling, according to secondary sources.

barrel build demand implies inventories July oil OPEC production rose

 

Gold hits two-month high, demand falls 3% due to GST [0.15]

Posted on Aug. 11, 2017, 3:53 p.m. by Markets @ [source]

Standard in the popular Zaveri Bazaar in Mumbai jumped by 0.5 per cent or Rs 140 to close at Rs 29,210 per 10 grams on Friday gaining 2.5 per cent during the week.

Meanwhile, prices traded higher by 0.4 per cent today at $1,287 an oz on Friday translating 0.2 per cent increase in on the Multi Commodity Exchange (MCX) here with the contract for delivery in near month jumped to Rs 29,230 per 10 grams.

cent demand Friday grams India jumped lower physical Rs tonnes

 

The summer of hell for IPOs [0.04]

Posted on Aug. 11, 2017, 12:34 p.m. by Trader Talk with Bob Pisani @ [source]

It's the summer of hell for IPOs as the mood turns sour despite record high markets.

IPOs started the year with great promise, but have fizzled on high profile disappointments from Snap and Blue Apron and the refusal of tech unicorns to go public and face lower valuations from a stingy investment community.

Apron companies demand IPO lower market private public Smith valuation

 

To anyone looking at the biggest of pictures, 1981's rates are clearly a one-off aberration. To anyone paying closer attention, it's nearly impossible.

balance sheet bond bubble demand Fed market net rate re sledgehammer

 

Talk about mixed messages. The Apple (NASDAQ: AAPL) rumor mill has been in full swing ahead of the highly anticipated unveiling of the forthcoming iPhone 8, which should take place in September.

Apple demand display iPhone launch manufacturing OLED report rumor September

 

Glencore (OTCPK:GLNCY, OTCPK:GLCNF) is an excellent long-term investment at current price. Glencore also benefits from an efficient cost structure.

asset coal commodity credit current demand EBITDA Glencore investment rating

 

India's economy is going through and this will, in the longer term, reflect positively in corporate earnings, says Shilpa Kumar, managing director and chief executive officer at In an interview to Samie Modak, she also says the high valuations suggest are giving more importance to the long term than the current fundamentals. India is one country that can see both consumer demand and corporate investment.

corporate demand earning equity fund interest investment long term market Retail

 

India's economy is going through and this will, in the longer term, reflect positively in corporate earnings, says Shilpa Kumar, managing director and chief executive officer at In an interview to Samie Modak, she also says the high valuations suggest are giving more importance to the long term than the current fundamentals. India is one country that can see both consumer demand and corporate investment.

corporate demand earning equity fund interest investment long term market Retail

 

Micron: Fear [0.12]

Posted on Aug. 10, 2017, 2:26 p.m. by Long Investing Ideas from Seeking Alpha @ [source]

Great earnings, great guidance, great market - yeah, you've already heard me go over this. But maybe...

This is why every piece of good news (like earnings) has some kind of trepidation surrounding it.

cycle demand earning fear guidance industry market Memory Micron quarter

 

OPEC Reports Higher Output and Higher Prices for July [-0.02]

Posted on Aug. 10, 2017, 2:05 p.m. by 24/7 Wall St. @ [source]

In its Monthly Oil Market Report for August, released Wednesday morning, the Organization of the Petroleum Exporting Countries (OPEC) noted that the cartel’s price for its reference basket rose to $46.93 a barrel (up 3.8%) in July.

The cartel said OPEC production in July, as reported by secondary sources, rose by 173,000 barrels a day to a daily average of 32.87 million barrels.

barrel cartel crude demand growth July non OPEC production rose

 

From the next week demand could improve due to festivals," said Harshad Ajmera, the proprietor of JJ Gold House, a wholesaler in Kolkata.

Dealers in were offering a discount of up to $7 an ounce on official domestic prices this week, down from a discount of $11 last week, which was the highest since Sept. 24, 2016.

cents dealer demand discount domestic due global Gold ounce premiums