| As concerns surrounding the inflationary impact of central bank intervention recede, investors have begun to unwind commodity-based inflation hedges, resulting in a flood of outflows from commodity funds. It is a trend that could accelerate, with some analysts warning that the commodities super-cycle may finally have ground to a halt. And that could leave prices subdued for the next decade.
“Futures markets suggest no respite to commodities correction for the time being. The evidence seems to be clear – the commodity super-cycle is over,” noted Taimur Baig and Jun Ma, DB’s chief economists in a recent report...............................................Full Article: Source
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