| 04.11.2008 - Commodities and the great conundrum |
| From Guardian: By driving up long-term real interest rates, the forthcoming flood of U.S Treasury borrowing threatens to crowd out the amount of capital for investing in other asset classes, creating a much tougher environment for commodity prices over the next two to three years. Like many other asset classes, commodity prices have benefited from an influx of funds in recent years driven by three related factors:.... Full Article: Source |