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Gold To Hit $2,000/Oz By Third Quarter, Then Retreat – Barclays
Precious metals, paced by gold breaking $2,000 an ounce by the third quarter, should lead the commodity sector in 2012 with 20% gains by the end of the second quarter and up 21% for the entire year, Barclays Capital said Thursday.
Energy prices are forecast to rise, with gains of 2.9% in the first half of the year, rising to 8.8% by the year’s end. Agriculture markets, outside of cocoa, could see weakness in 2012, particularly in the second half of 2012. The agriculture markets might be the only sector to see negative returns in 2012, they said. Commodity investment flows should also rebound this year, Barclays said. In 2011, investment flows were the weakest since 2002, with just $15 billion investment, down from $67 billion in 2010. In December alone, there were $7.7 billion in net withdrawals from commodity funds. The year ended with $399 billion total assets under management, which was up just $19 billion over the year prior.