From Insidefutures.com: I’d call what’s happening in the equity market in the third and fourth quarter of 2008 the “fear factor,” and a lot of that has spilled over into commodities. As we succumbed to recession, the U.S. dollar’s rally has contributed to commodities’ demise.
I feel may be somewhat artificial, as markets tend to overshoot in both directions. In my opinion, the dollar is showing signs of decline, and early 2009 is likely to see commodities start to make a comeback. …. Full Article: Source