Commodities daily

Find below commodities daily courtesy of ANZ. For extra spice I’ve thrown today’s bulks chart, which shows iron ore and 12 months swaps rolling over (blue and yellow). It will be interesting to see what the PROC versus Fed does to the price. Chinese steel prices have at least stopped falling for now (green and purple). We can’t say the same for thermal coal (red):

ANZ Commodity Daily 641 080612