So far this year we’ve spent some time and effort monitoring secular trends in major asset classes, estimating the value of the US dollar versus the majors and commodity currencies, while costing various sources of protein. Today we’ll round off the theme with a pot pourri of other commodities. Prices have been on a roll and we’ll try to untangle the currency effect from real changes in supply and demand.
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The Trader
The hint of a lower oil price
At loggerheads Opec may not be able to prevent a price drop
The Trader