Commodities - Term Structures & Implied Volatilities - Futures & ETFs

Page 1

01.10.2012

Option Implied Volatility Skew Parameters by Terms: IVt = atx + btx2 + ct

At The Money Implied Volatilities by Terms

ATM Ref

Convenienc Skew ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol e Yield (% (a) 30D 60D 90D 6M 12M 18M 24M p.a.) 30D

Skew (a) 60D

Skew (a) 90D

Skew (a) 6M

Skew (a) 12M

Skew (a) 18M

Skew (a) 24M

Skew (b) 30D

Skew (b) 60D

Skew (b) 90D

Skew (b) 6M

Skew (b) 12M 0.000

Skew (b) 18M

Skew (b) 24M

CANOLA FUTR (WCE) Nov12

593.00

17.19

16.50

16.46

16.70

17.10

0.052 -0.054 0.036

0.001

0.020

-0.005 -0.002 -0.001 0.000

CCA Comdty

COCOA FUTURE

2498.00

28.86

28.71

28.40

28.42

28.88

0.011 -0.026 -0.020 0.028

0.070

-0.004 -0.001 -0.001 -0.001 0.000

KCA Comdty

COFFEE 'C' FUTURE Dec12

175.40

31.39

30.68

29.95

29.10

29.02

28.53

0.127

0.126

0.107

0.069

0.059 -0.030

0.000

0.000

0.000

C A Comdty

CORN FUTURE

757.50

26.63

28.12

28.19

27.50

25.47

23.56

22.58

0.127

0.178

0.170

0.124

0.024

0.000

0.000

0.000

0.000

CTA Comdty

COTTON NO.2 FUTR Dec12

70.92

25.21

25.81

25.92

25.68

23.17

21.82

20.32

0.014 -0.017 -0.018 -0.008 -0.020 -0.048 -0.049 -0.002 -0.001 0.000

0.000

0.000

0.000

0.000

JOA Comdty

FCOJ-A FUTURE

113.15

43.24

40.03

41.57

40.23

36.33

32.01

29.02

0.149

0.000

0.000

0.000

0.000

LBA Comdty

LUMBER FUTURE

279.00

26.14

22.96

19.43

15.65

O A Comdty

OAT FUTURE

371.00

25.37

25.30

24.77

23.76

RRA Comdty

ROUGH RICE (CBOT) Nov12

15.44

17.61

16.46

15.74

17.67

S A Comdty

SOYBEAN FUTURE

1584.50

25.02

23.87

23.90

23.37

SMA Comdty

SOYBEAN MEAL FUTR Dec12

482.90

27.06

26.07

24.58

24.19

BOA Comdty

SOYBEAN OIL FUTR Dec12

51.85

20.34

19.74

19.42

SBA Comdty

SUGAR #11 (WORLD) Mar13

20.74

25.90

26.18

0.000

0.000

W A Comdty

WHEAT FUTURE(CBT) Dec12

893.25

33.67

KWA Comdty

WHEAT FUTURE(KCB) Dec12

918.25

FCA Comdty

CATTLE FEEDER FUT Nov12

144.35

LHA Comdty

LEAN HOGS FUTURE Dec12

73.75

15.44

18.00

19.86

18.97

LCA Comdty

LIVE CATTLE FUTR Dec12

124.70

12.19

11.85

11.69

11.62

CLA Comdty

WTI CRUDE FUTURE Nov12

91.77

28.86

30.52

31.00

31.24

28.75

26.82

24.80

-0.151 -0.165 -0.164 -0.177 0.000 -0.079 -0.074 -0.001 0.000

0.000

0.000

0.000

0.000

0.000

COA Comdty

BRENT CRUDE FUTR Nov12

111.75

28.04

27.94

27.94

27.94

27.94

27.94

27.94

-0.065 0.000

0.000

0.000

0.000

0.000

0.001

0.000

0.000

0.000

0.000

0.000

XBA Comdty

GASOLINE RBOB FUT Nov12

291.76

32.77

30.91

30.68

28.90

28.95

28.95

28.95

0.030

0.000 -0.010 0.001

0.001

0.001

0.000 -0.001 0.000

0.000

0.000

0.000

0.000

HOA Comdty

HEATING OIL FUTR Nov12

313.37

24.04

24.86

25.59

26.55

25.35

24.89

24.89

-0.055 -0.020 -0.015 -0.016 0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

QSA Comdty

GAS OIL FUT (ICE) Nov12

972.25

23.67

24.04

24.80

25.26

24.62

22.27

20.65

-0.137 -0.145 -0.129 -0.152 -0.019 -0.070 -0.026 -0.001 -0.001 -0.001 -0.001 0.000

0.000

0.000

NGA Comdty

NATURAL GAS FUTR Nov12

3.39

39.44

35.42

34.16

31.54

31.44

25.26

24.03

-0.136 -0.089 -0.002 -0.021 -0.019 0.000

0.000 -0.001 -0.001 0.000

0.000

0.000

0.000

0.000

GCA Comdty

GOLD 100 OZ FUTR Dec12

1771.70

15.49

16.01

16.57

18.20

20.62

21.73

22.33

0.036

0.031

0.015

0.006

0.000

0.000

0.000

0.000

SIA Comdty

SILVER FUTURE

34.48

27.62

28.29

28.35

29.93

31.82

32.57

32.96

0.033

0.027

0.035 -0.051 -0.027 -0.005 -0.004 -0.002 0.000 -0.001 0.000

0.000

0.000

0.000

PLA Comdty

PLATINUM FUTURE Jan13

1667.90

22.67

22.84

23.28

23.93

-0.003 0.009

0.032

0.019

PAA Comdty

PALLADIUM FUTURE Dec12

637.90

25.58

24.62

25.57

27.32

0.074

0.165

0.107

0.000

LAA Comdty

LME PRI ALUM FUTR Oct12

2089.25

23.05

22.43

22.34

22.43

22.55

22.86

22.86

0.102

0.000

0.000

0.000

0.000 -0.079 -0.079 0.000

0.000

0.000

0.000

0.000

0.001

0.001

LPA Comdty

LME COPPER FUTURE Oct12

8213.00

24.00

25.63

26.06

26.06

26.06

26.06

26.06

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

LLA Comdty

LME LEAD FUTURE Oct12

2275.75

28.98

28.63

28.50

28.50

28.50

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

LNA Comdty

LME NICKEL FUTURE Oct12

18439.00

26.85

26.85

26.85

26.85

26.85

26.85

26.85

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

LXA Comdty

LME ZINC FUTURE Oct12

2071.50

26.46

26.48

26.52

26.53

26.53

26.53

26.53

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

0.000

Energy

Live stock

Agriculture

RSA Comdty

Precious Metals

Name

Industrial Metals

Ticker

Dec12

Dec12

Nov12 Nov12 Dec12

Nov12

Dec12

0.070

0.088

0.046

0.002

0.015

0.002

-0.003 -0.001 0.000 0.020 -0.001 0.000

0.002 -0.002 0.000

0.006 -0.010 -0.027 -0.008 23.76

0.001

-0.004 -0.003 -0.002 -0.002

0.004

0.012

0.074

0.192

0.223

0.204

0.171

0.000

22.34

0.162

0.147

0.155

0.182

0.095

-0.002 -0.001 -0.001 -0.001 0.000

22.66

0.183

0.152

0.180

0.150

0.067

-0.003 -0.002 -0.001 0.000 -0.001

20.06

19.99

0.202

0.096

0.088

0.091

0.000

26.08

25.13

22.01

-0.008 0.048

0.063

0.027

0.004

30.68

30.39

29.14

26.68

0.165

0.191

0.154

0.125

0.029

31.98

31.90

31.06

28.62

0.159

0.153

0.101

0.015

9.30

10.81

11.23

20.91

20.71

0.192

0.001

0.001

0.001

0.000

0.000

-0.002 -0.002 -0.002 0.000

-0.002 -0.002 -0.001 0.000

0.000

0.042 -0.019 -0.006 -0.002 -0.002 -0.001 0.000 0.001

0.000

0.000 -0.001 0.000

0.000

0.000

0.000

0.000

-0.273 -0.216 -0.185

-0.007 -0.004 -0.003

16.38

-0.117 -0.056 -0.020 -0.082 -0.091

-0.008 -0.004 -0.001 0.000

0.000

10.94

-0.222 -0.206 -0.180 -0.144 -0.125

-0.005 -0.002 -0.001 0.000

0.000

0.074

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

0.000

0.001

0.000

0.006

0.006

0.000

0.000

0.000

0.000

0.000

0.000

-0.001 -0.001 -0.001 0.000 -0.001 -0.001 -0.001 0.000

0.000

0.000


01.10.2012

Option Implied Volatility Skew Parameters by Terms: 2 IVt = atx + btx + ct

At The Money Implied Volatilities by Terms

Main Commodity ETFs

Ticker

Name

ATM Ref

Convenienc Skew ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol - ATM Vol e Yield (% (a) 30D 60D 90D 6M 12M 18M 24M p.a.) 30D 40.19

40.64

41.26

Skew (a) 60D

Skew (a) 90D

Skew (a) 6M

Skew (a) 12M

Skew (b) 90D

Skew (b) 6M

Skew (b) 12M

Skew (b) 18M

Skew (b) 24M

0.015 -0.011 -0.002 -0.001 0.000

0.000

0.000

0.000

0.000

-0.012 -0.025 -0.027 -0.069 -0.081 -0.071 -0.072 -0.005 -0.002 -0.002 -0.001 0.000

0.000

0.000

0.000

0.000

0.000 -0.001 -0.002 -0.001 -0.001 0.000

0.000

-0.103 -0.054 -0.030 -0.024 0.014

Skew (a) 18M

Skew (a) 24M

Skew (b) 30D

Skew (b) 60D

UNG US Equity

US NATURAL GAS FUND LP

21.34

39.36

39.36

39.67

40.00

HNU CN Equity

HORIZONS BETA NYMEX NAT BULL

15.48

74.82

78.48

82.16

80.38

SLV US Equity

ISHARES SILVER TRUST

33.48

28.04

28.60

28.90

30.17

HND CN Equity

HORIZONS BETA NYMEX NAT BEAR

3.82

92.86

101.11

99.60

98.84

GLD US Equity

SPDR GOLD TRUST

171.89

15.90

16.49

16.84

18.37

20.76

USO US Equity

UNITED STATES OIL FUND LP

34.12

29.36

30.84

31.26

32.16

32.55

HOU CN Equity

HORIZONS BETA NYMEX CRUDE BU

4.69

66.67

62.52

65.28

64.79

IAU US Equity

ISHARES GOLD TRUST

17.27

15.88

16.71

16.91

18.27

HOD CN Equity

HORIZONS BETA NYMEX CRUDE BE

5.76

60.88

58.80

58.99

63.78

ZSL US Equity

PROSHARES ULTRASHORT SILVER

40.14

37.61

138.90

262.22

70.74

76.17

UCO US Equity

PROSHRE ULT DJ-UBS CRUDE OIL

31.21

58.11

57.47

53.29

59.90

61.42

60.61

60.09

-0.222 -0.145 -0.036 -0.137 -0.133 -0.112 -0.108 -0.002 -0.001 0.000

0.000

0.000

DBA US Equity

POWERSHARES DB AGRICULTURE F

29.41

14.54

14.94

15.22

17.12

18.87

19.50

19.78

-0.041 -0.010 -0.038 -0.016 -0.007 -0.010 -0.012 -0.001 -0.002 -0.002 -0.001 0.000

0.000

0.000

DBC US Equity

POWERSHARES DB COMMODITY IND

28.68

16.35

17.77

17.99

18.76

19.84

20.42

20.78

-0.416 -0.389 -0.350 -0.251 -0.167 -0.136 -0.120 -0.003 -0.002 -0.001 -0.001 -0.001 0.000

0.000

SCO US Equity

PROSHRE U/S DJ-UBS CRUDE OIL

40.72

57.63

60.94

63.00

62.55

64.90

66.54

67.28

0.185

0.000

AGQ US Equity

PROSHARES ULTRA SILVER

58.35

56.77

57.82

58.81

61.20

64.35

GSG US Equity

ISHARES S&P GSCI COMMODITY I

33.80

18.83

19.62

19.80

20.81

GAS CN Equity

ISHARES NATURAL GAS COMMODIT

11.79

258.23

222.78

65.22

89.36

OIL US Equity

IPATH GOLDMAN SACHS CRUDE

22.32

30.75

32.37

33.04

RJA US Equity

ELEMENTS ROGERS AGRI TOT RET

9.62

20.98

20.55

20.04

0.000 -0.047 -0.102

0.000

DJP US Equity

IPATH DOW JONES-UBS COMMDTY

44.21

15.02

16.24

16.57

17.11

-0.311 -0.314 -0.293 -0.248

-0.001 -0.001 0.000 -0.001

DBB US Equity

POWERSHARES DB BASE METALS F

19.80

22.45

22.68

23.28

24.52

-0.141 -0.199 -0.162 -0.111

-0.002 -0.002 -0.002 -0.001

SIVR US Equity

ETFS PHYSICAL SILVER SHARES

34.20

27.78

28.34

28.77

0.012 -0.015 0.006

-0.005 -0.002 -0.001

RJI US Equity

ELEMENTS ROGERS TOTAL RETURN

8.91

17.35

17.35

17.44

0.000

0.000

0.000

0.000

0.000

GAZ US Equity

IPATH DJ-UBS NAT GAS SUBINDX

3.06

42.55

43.83

45.90

0.000 -0.004 0.003

0.000

0.000

0.000

JJC US Equity

IPATH DJ-UBS COPPER SUBINDX

47.59

23.61

24.94

25.30

-0.255 -0.277 -0.220

-0.001 0.000

0.000

GLL US Equity

PROSHARES ULTRASHORT GOLD

14.12

31.21

32.70

34.04

36.63

0.070

0.013 -0.037

-0.003 -0.003 -0.002 0.000

DBO US Equity

POWERSHARES DB OIL FUND

26.11

27.73

28.13

28.18

28.29

-0.179 -0.287 -0.248 -0.182

-0.004 -0.002 -0.002 -0.001

UGL US Equity

PROSHARES ULTRA GOLD

96.92

31.39

32.83

33.67

35.72

0.030

-0.003 -0.001 -0.001 -0.001

USL US Equity

UNITED STATES 12 MONTH OIL

40.32

27.20

28.18

28.40

29.45

CGL CN Equity

ISHARES GOLD BULLION FUND

15.86

20.23

18.59

20.22

22.28

SGOL US Equity

ETFS GOLD TRUST

175.29

15.88

16.37

16.73

DBE US Equity

POWERSHARES DB ENERGY FUND

28.43

23.05

24.21

24.39

BAL US Equity

IPATH DJ-UBS COTTON SUBINDX

46.53

25.52

25.87

25.66

DBP US Equity

POWERSHARES DB PREC METALS F

61.66

17.58

18.20

18.37

20.01

0.070

0.080

0.054

RJN US Equity

ELEMENTS ROGERS ENERGY TR

6.62

27.59

27.59

27.59

28.67

0.000

0.000

0.000 -0.111

DBS US Equity

POWERSHARES DB SILVER FUND

59.76

28.83

29.13

29.19

30.83

0.004 -0.060 -0.095 -0.094

-0.004 -0.002 -0.001 -0.001

CORN US Equity

TEUCRIUM CORN FUND

48.42

26.48

26.46

26.29

26.20

0.050

0.029

-0.002 -0.001 -0.001 0.000

UGA US Equity

UNITED STATES GAS FUND LP

60.52

27.96

28.24

28.11

28.13

-0.297 -0.213 -0.152 -0.133

-0.003 -0.002 -0.001 -0.001

DGL US Equity

POWERSHARES DB GOLD FUND

61.08

16.01

16.66

16.80

18.22

0.058

0.062

0.050

0.032

-0.001 -0.001 -0.001 -0.001

COW US Equity

IPATH DJ-UBS LIVESTOCK SUB

27.20

14.61

15.24

15.58

17.08

0.026

0.056

0.062 -0.060

-0.001 -0.001 -0.001 0.000

UNL US Equity DNO US Equity

UNITED STATES 12 MONTH NATUR UNITED STATES SHORT OIL FUND

18.68 37.93

22.58 30.11

22.56 31.14

23.06 31.46

-0.336 -0.595 -0.779 -0.275 32.01

33.37

34.11

0.071

0.145 -0.095 0.023

-0.053 0.019 32.25

31.78

-0.005 -0.003 -0.001 0.000

0.038

0.029

0.000 0.029

22.38

23.09

0.082

0.103

0.038

0.015

-0.004 -0.001 -0.001 0.000 0.001

29.06

0.041

-0.004 -0.003 -0.001 0.002

-0.432 -1.311 -3.003 -0.277 -0.436

0.000

0.169

0.139

0.140

0.083

0.043

0.015 -0.011 -0.033

6.289 -6.368 0.101

0.741

0.000

0.030 0.055

0.062

0.000

0.002

0.018 -0.002 -0.001 0.000

0.000 -0.001 0.000

0.000

0.000

-0.002 -0.001 -0.001 0.000

0.000

0.135

0.051

0.143

0.009

0.024

0.003

-0.004 -0.003 -0.001

0.033

0.000

0.000

-0.285 -0.159 -0.156 -0.151 -0.124

-0.006 -0.003 -0.002 -0.001 0.000

-0.275 -0.194 -0.189 -0.123

-0.041 -0.021 -0.010 -0.002

0.057

-0.005 -0.003 -0.002

0.040

0.048

-0.330 -0.257 -0.198 -0.153

-0.001 -0.001 -0.001 -0.001

0.074 -0.015 -0.067

-0.001 -0.001 -0.002

0.056

0.055

-0.067 -0.117 -0.100 0.215 0.202 0.166

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

0.035

0.000

-0.003 -0.003 -0.002 -0.001 0.126

-0.174 -0.222 -0.172

25.02

0.012

0.131 -0.005 -0.005 -0.004

-0.039 0.008 47.36

0.002

-0.006 -0.003 -0.002 -0.001 -0.001

-0.343 -0.302 -0.280 -0.200 50.24

0.002

-0.200 -0.191 -0.160 -0.150 -0.124 -0.110 -0.112 -0.004 -0.002 -0.001 -0.001 0.000 0.158 -0.038 -0.214 -0.017

21.00

0.003

-0.001 -0.002 -0.001 -0.001 0.000

0.000

0.000

0.000 -0.001 -0.001 -0.002 -0.001 -0.001

0.000

0.002

0.000


01.10.2012

WTI Crude Futures Term Structures & Implied Volatilities WTI Crude Oil - Forward Curve (Fair Value)

WTI Crude Oil - Historical 12-Months Implied Volatilities

96

3.0%

94

2.0%

60%

115 110

50%

105

1.0%

92

0.0%

90

-1.0%

40%

100 95

30%

88

-2.0%

90

86

-3.0% 20%

85

-4.0%

80

84

10%

75

-5.0%

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_90.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

GOLD 100 OZ FUTR Dec12

WTI Crude Oil - 30 Days Implied VS Historical Volatility

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

70 Oct-11

0% Sep-11

Aug-17

May-17

Feb-17

Nov-16

Aug-16

May-16

Feb-16

Nov-15

Aug-15

May-15

Feb-15

Nov-14

Aug-14

May-14

Nov-13

Feb-13

Feb-14

-7.0% Aug-13

80 May-13

-6.0% Nov-12

82

6MTH_IMPVOL_100.0%MNY_DF PX_LAST

WTI Crude Oil - Implied Volatility Surface

60% 34%

50%

32% 30%

40%

28%

30%

26% 24%

20%

22%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

IV 102.5%

IV 97.5%

Sep-12

Sep-12

Aug-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Oct-11

Sep-11

0%

3MTH

24MTH

10%

12MTH

20%

0.320-0.340 0.300-0.320 0.280-0.300 0.260-0.280 0.240-0.260 0.220-0.240 0.200-0.220


01.10.2012

Brent Crude Oil Futures Term Structures & Implied Volatilities Brent Crude Oil - Forward Curve (Fair Value)

120

100

Brent Crude Oil - Historical 12-Months Implied Volatilities

0.0%

55%

-2.0%

50%

120

45%

110

40%

100

-10.0%

35%

90

-12.0%

30%

80

25%

70

20%

60

-4.0%

130

-6.0%

80

-8.0% 60

40

-14.0%

Term Structure - Slope (% p.a.)

SILVER FUTURE

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

Dec12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Jul-17

Apr-17

Jan-17

Oct-16

Jul-16

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

Oct-13

Jul-13

Apr-13

Jan-13

-20.0% Oct-12

0

Oct-11

-18.0%

Sep-11

-16.0%

20

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Brent Crude Oil - Implied Volatility Surface

Brent Crude Oil - 30 Days Implied VS Historical Volatility 50%

29%

45%

28%

40%

27%

35%

26%

30%

25% 24% 23% 22% 21% 20%

25% 20% 15%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

IV 102.5%

IV 97.5%

3MTH

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

12MTH

5%

24MTH

10%

0.280-0.290 0.270-0.280 0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210


01.10.2012

Gasoline Futures Term Structures & Implied Volatilities Gasoline - Forward Curve (Fair Value)

350

0.0%

300 -5.0%

Gasoline - Historical 12-Months Implied Volatilities

45%

320 300

40%

280

250

35% -10.0%

200

260 30%

150

240

-15.0%

25%

100

220

-20.0%

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

GASOLINE RBOB FUT Nov12

Gasoline - 30 Days Implied VS Historical Volatility

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Oct-11

Aug-15

Jun-15

Apr-15

Feb-15

Dec-14

Oct-14

Aug-14

Jun-14

Apr-14

Feb-14

Dec-13

Oct-13

Aug-13

Jun-13

Apr-13

Feb-13

Dec-12

-25.0% Oct-12

0

200 Sep-11

20%

50

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Gasoline - Implied Volatility Surface

60% 34% 50%

32% 30%

40%

28% 30%

26% 24%

20%

22%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 102.5%

IV 97.5%

3MTH

Sep-12

Sep-12

Aug-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

20%

12MTH

24MTH

10%

0.320-0.340 0.300-0.320 0.280-0.300 0.260-0.280 0.240-0.260 0.220-0.240 0.200-0.220


01.10.2012

Heating Oil Futures Term Structures & Implied Volatilities Heating Oil - Forward Curve (Fair Value)

315

Heating Oil - Historical 12-Months Implied Volatilities

30.0% 38%

340

36% 310

25.0%

305

20.0%

300

320

34% 300

32% 30%

280

15.0% 28%

260

26% 295

10.0% 24%

290

5.0%

285

0.0%

240 220

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

HEATING OIL FUTR Nov12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

200 Oct-11

20% Sep-11

Oct-13

Sep-13

Aug-13

Jul-13

Jun-13

May-13

Apr-13

Mar-13

Feb-13

Jan-13

Dec-12

Nov-12

Oct-12

22%

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Heating Oil - Implied Volatility Surface

Heating Oil - 30 Days Implied VS Historical Volatility 40%

27% 35%

26%

30%

25%

25%

24%

20%

23%

15%

22% 21%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 102.5%

IV 100%

IV 97.5%

IV 95%

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

3MTH

5%

20%

12MTH

24MTH

10%

0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210


01.10.2012

Gas Oil Futures Term Structures & Implied Volatilities Gas Oil - Historical 12-Months Implied Volatilities

Gas Oil - Forward Curve (Fair Value) 1200

0.0%

45%

1100 1000

-1.0% 1000

-2.0% -3.0%

800

40%

900 800

35%

700

-4.0% 600

-5.0%

600

30%

500

-6.0% 400

-7.0%

400

25%

300

-8.0%

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

GAS OIL FUT (ICE) Nov12

Gas Oil - 30 Days Implied VS Historical Volatility

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Jun-15

Apr-15

Feb-15

Dec-14

Oct-14

Aug-14

Jun-14

Apr-14

Feb-14

Dec-13

Oct-13

Aug-13

Jun-13

Apr-13

Feb-13

Dec-12

-10.0% Oct-12

0

200 Oct-11

-9.0%

20% Sep-11

200

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Gas Oil - Implied Volatility Surface

45% 28%

40%

27%

35%

26%

30%

25%

25%

24%

20%

23%

15%

22%

10%

21%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

IV 102.5%

IV 97.5%

3MTH

12MTH

Sep-12

Sep-12

Aug-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Oct-11

Sep-11

0%

24MTH

20%

5%

0.270-0.280 0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210


01.10.2012

Natural Gas Futures Term Structures & Implied Volatilities Natural Gas - Forward Curve (Fair Value)

5.5

5

50.0%

55%

45.0%

50%

40.0%

Natural Gas - Historical 12-Months Implied Volatilities

5 4.5

45%

4

35.0%

35%

20.0%

30%

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_110.0%MNY_DF 6MTH_IMPVOL_100.0%MNY_DF

NATURAL GAS FUTR Nov12

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

2

Jan-12

20%

May-12

Jul-17

Apr-17

Jan-17

Oct-16

Jul-16

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

Oct-13

Jul-13

Apr-13

Jan-13

0.0%

Oct-12

3

2.5

Dec-11

5.0%

25%

Dec-11

10.0%

Nov-11

3.5

Oct-11

15.0%

3

Nov-11

4

3.5

25.0%

Oct-11

30.0%

Sep-11

4.5

40%

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Natural Gas - Implied Volatility Surface

Natural Gas - 30 Days Implied VS Historical Volatility 70%

45%

60% 40%

50%

35%

40%

Historical Volatility (30 Days)

30DAY_IMPVOL_100.0%MNY_DF

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

Sep-12

Sep-12

Aug-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

IV 102.5%

20%

IV 97.5%

10%

30DAY IV 90%

25%

3MTH

20%

12MTH

30%

24MTH

30%

0.400-0.450 0.350-0.400 0.300-0.350 0.250-0.300 0.200-0.250


01.10.2012

Gold Futures Term Structures & Implied Volatilities Gold - Forward Curve (Fair Value)

1880

Gold - Historical 12-Months Implied Volatilities

1.2% 34%

1900

Term Structure - Slope (% p.a.)

Apr-14

Mar-14

Feb-14

Jan-14

Dec-13

Nov-13

Oct-13

Sep-13

Aug-13

Jul-13

Jun-13

May-13

Apr-13

Mar-13

Feb-13

Jan-13

Dec-12

Nov-12

12MTH_IMPVOL_100.0%MNY_DF 12MTH_IMPVOL_110.0%MNY_DF

GOLD 100 OZ FUTR Dec12

Gold - 30 Days Implied VS Historical Volatility

45%

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

0.0% Oct-12

1700

Mar-12

1000

1720

Mar-12

1100 Feb-12

18% 0.2% 16%

1740

Jan-12

1200

Feb-12

1760

Jan-12

1300

0.4% 20%

Jan-12

22%

0.6%

Dec-11

1400

1780

Dec-11

1500

24%

1800

Nov-11

26%

0.8%

Oct-11

1600

1820

Nov-11

1700

28%

1840

Oct-11

1800

Sep-11

32% 1.0% 30%

1860

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Gold - Implied Volatility Surface

40%

23%

35%

22% 21%

30%

20%

25%

19%

20%

18%

15%

17%

10%

16%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

IV 102.5%

IV 97.5%

3MTH

12MTH

Sep-12

Sep-12

Aug-12

Aug-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Nov-11

Oct-11

Sep-11

0%

24MTH

15%

5%

0.220-0.230 0.210-0.220 0.200-0.210 0.190-0.200 0.180-0.190 0.170-0.180 0.160-0.170 0.150-0.160


01.10.2012

Silver Futures Term Structures & Implied Volatilities Silver - Forward Curve (Fair Value)

37

1.0% 0.8%

35

0.6% 33

Silver - Historical 12-Months Implied Volatilities

55%

40

50%

35

45% 30

0.4%

40% 31

0.2%

25 35%

0.0%

29

20

30% -0.2%

Term Structure - Slope (% p.a.)

SILVER FUTURE

Mar-14

Feb-14

Jan-14

Dec-13

Nov-13

Oct-13

Sep-13

Aug-13

Jul-13

Jun-13

May-13

Apr-13

Mar-13

Feb-13

Jan-13

Dec-12

Nov-12

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

12MTH_IMPVOL_100.0%MNY_DF 12MTH_IMPVOL_110.0%MNY_DF

Dec12

Silver - 30 Days Implied VS Historical Volatility

100%

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

15 Nov-11

-0.6% Oct-12

25

25% Oct-11

-0.4%

Sep-11

27

12MTH_IMPVOL_90.0%MNY_DF PX_LAST

Silver - Implied Volatility Surface 33% 33% 32% 32% 31% 31% 30% 30% 29% 29% 28%

90% 80% 70% 60% 50% 40% 30%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 110%

IV 102.5%

IV 97.5%

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

3MTH

10%

12MTH

24MTH

20%

0.325-0.330 0.320-0.325 0.315-0.320 0.310-0.315 0.305-0.310 0.300-0.305 0.295-0.300 0.290-0.295 0.285-0.290 0.280-0.285


01.10.2012

Platinum Futures Term Structures & Implied Volatilities Platinum - Forward Curve (Fair Value)

1700

Platinum - Historical 12-Months Implied Volatilities

1.2% 36%

1800

1680

34%

1750

1660

1.0% 32%

1700

1640

0.8%

1650

30%

1600

1620

28%

1600

0.6% 26%

1580

24%

1560

0.4% 22%

1400

20%

1350

18%

1300

Term Structure - Slope (% p.a.)

6MTH_IMPVOL_100.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

PLATINUM FUTURE Jan13

Platinum - 30 Days Implied VS Historical Volatility

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Oct-11

Mar-13

Jan-13

Dec-12

Nov-12

Feb-13

0.0%

Oct-12

1500

Nov-11

1520

1450

Oct-11

0.2%

1500

Sep-11

1540

1550

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Platinum - Implied Volatility Surface

70% 25%

60%

24% 23%

50%

22% 21% 20% 19% 18% 17% 16% 15%

40% 30%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 97.5%

IV 95%

60DAY

3MTH

6MTH

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

12MTH

10%

18MTH

24MTH

20%

0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210 0.190-0.200 0.180-0.190 0.170-0.180 0.160-0.170 0.150-0.160


01.10.2012

Palladium Futures Term Structures & Implied Volatilities Palladium - Historical 12-Months Implied Volatilities

Palladium - Forward Curve (Fair Value) 645

1.0% 45%

640

0.9%

635

0.8% 40% 0.7%

600

0.5% 30%

550

0.4%

500

610

0.2%

605

0.1%

600

0.0%

450

6MTH_IMPVOL_100.0%MNY_DF 6MTH_IMPVOL_110.0%MNY_DF

PALLADIUM FUTURE Dec12

Palladium - 30 Days Implied VS Historical Volatility

Sep-12

Sep-12

Aug-12

Jul-12

Aug-12

Jul-12

Jul-12

Jun-12

Jun-12

May-12

Apr-12

May-12

Apr-12

Mar-12

Mar-12

Feb-12

Jan-12

Feb-12

Jan-12

Jan-12

Dec-11

Dec-11

Nov-11

400 Oct-11

20% Nov-11

Feb-13

Dec-12

Nov-12

Oct-12

Term Structure - Slope (% p.a.)

Mar-13

0.3% 25%

Jan-13

615

Oct-11

620

650

35%

0.6%

625

700

Sep-11

630

750

6MTH_IMPVOL_90.0%MNY_DF PX_LAST

Palladium - Implied Volatility Surface

70% 60%

27%

50%

26%

40%

24%

25% 23% 22% 21% 20% 19% 18%

30%

Q.M.S Advisors | tel: +41 (0)78 922 08 77 | e-mail: info@qmsadv.com |

IV 97.5%

IV 95%

3MTH

60DAY

Sep-12

Sep-12

Aug-12

Aug-12

Jul-12

Aug-12

Jul-12

Jun-12

Jun-12

May-12

May-12

Apr-12

Apr-12

30DAY_IMPVOL_100.0%MNY_DF

30DAY IV 90%

Historical Volatility (30 Days)

Mar-12

Mar-12

Feb-12

Feb-12

Jan-12

Feb-12

Jan-12

Dec-11

Dec-11

Nov-11

Nov-11

Oct-11

Oct-11

Sep-11

0%

6MTH

10%

24MTH 18MTH 12MTH

20%

0.260-0.270 0.250-0.260 0.240-0.250 0.230-0.240 0.220-0.230 0.210-0.220 0.200-0.210 0.190-0.200 0.180-0.190


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