| Global commodity markets seem to be going through a churn currently for a variety of reasons including waning investor interest (more pronounced in gold and silver) as evidenced by a considerable reduction in the speculative froth; relative underperformance of commodities as equities rebound; a firmer dollar weighing on prices; and supply side looking comfortable even as the demand growth looks lacklustre.
An important reason may be that markets have already begun to factor-in a gradual scale back of the US Fed quantitative easing...............................................Full Article: Source
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