Asia Commodity Day Ahead: Gold Has Biggest Monthly Advance Since April
The following are the top stories on metals, agriculture and shipping.

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SULTANS OF SWAP: Gold Swap Signals the Roadmap Ahead
The news rocked the global gold market when an almost obscure line item in the back of a 216 page document released by an equally obscure organization was recently unearthed.

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Capital Ideas: Gold and the Theory of Storage (Part I)
This article delves into the theory of storage, and the behavior of metal prices in relation to business cycles based on an important paper by famed academic team, Fama and French.

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IMF can’t explain gold sales now without revealing squeeze
GATA has long maintained that the IMF has little to no gold. It has only pledges of gold that are part of the central bank gold reserves of IMF member countries.

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