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Daily Newsletter Newsletter-Commodity 07/12/2010

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MARKET WRAP Oil eases after reaching 2-year high near $90 Gold held near its highest since mid-November The dollar rebounded on Monday to trade nearly 1 percent Copper inched up on Monday

Oil eased from a 26-month high near $90 on Monday as the dollar strengthened, countering support from higher demand caused by cold weather in Europe and parts of the United States. Gold held near its highest since mid-November on Monday as speculation U.S. authorities will have to further extend monetary easing and concerns over euro zone debt boosted interest in the metal as a haven from risk. Copper inched up on Monday, with economic sentiment supported by the U.S. Federal Reserve chairman saying more quantitative easing was possible.

ECONOMIC CALENDAR Date

Time

Currency

Economic Data

Forecast Previous

Tue Dec 7

5:31am

GBP

BRC Retail Sales Monitor y/y

7th-8th

GBP

Halifax HPI m/m

0.3%

1.8%

3:00pm

GBP

Manufacturing Production m/m

0.4%

0.1%

3:00pm

GBP

Industrial Production m/m

0.3%

0.4%

4:30pm

EUR

German Factory Orders m/m

1.9%

-4.0%

Tentative

EUR

ECOFIN Meetings

Tentative

GBP

NIESR GDP Estimate

8:30pm

USD

IBD/TIPP Economic Optimism

0.8%

0.5% 48.3

46.7

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TECHNICAL VIEW GOLD(FEB) Trend Strategy

• Bullish • Buy on dips

SILVER(MAR MAR) Trend Strategy

• Bullish • Buy on dips

Resistance

• R2 -21150 • R1 -20893

Resistance

• R2 - 46750 • R1 - 45550

support

• S1 -20670 • S2 -20350

support

• S1 - 44150 • S2 - 43250

COPPER(FEB) Trend Strategy

• Consolidate • Buy on dips

CRUDE(DEC)) Trend Strategy

• Consolidate • Buy on dips

Resistance

• R2 - 411 • R1 - 401

Resistance

• R2 - 4110 • R1 - 4040

support

• S1 - 393 • S2 - 385

support

• S1 - 3930 • S2 - 3850

NATURALGAS(DEC) Trend Strategy

• Consolidate • Sell on high

LEAD(DEC)) Trend Strategy

• Consolidate • Sell on high

Resistance

•R2 - 213 •R1 - 207

Resistance

• R2 - 109.5 • R1 - 106.8

support

•S1 - 195 •S2 - 187

support

• S1 - 104.3 •S2 - 101.5

ZINC(DEC) Trend Strategy

• Consolidate • Sell on high

NICKEL(DEC) NICKEL(DEC Trend Strategy

• Consolidate • Sell on high

Resistance

•R2 - 103.5 •R1 - 101.3

Resistance

•R2 - 1107 •R1 - 1080

support

•S1 - 98.3 •S2 - 95.8

support

•S1 - 1038 •S2 - 1055

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ALUMINIUM(DEC) Trend Strategy

• Consolidate • Sell on high

Resistance

•R2 - 107.5 •R1 - 105.2

support

•S1 - 102.5 •S2 - 100.7

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