| Has the commodities supercycle restarted? Or is it really still rolling over? The Jefferies CRB Global Commodity Equity Index is up around 7% from the summer’s lows as investors have become considerably more optimistic about the global economy’s prospects.
During the first half of the year, commodities had softened amid worries about U.S. and Chinese growth–the former because of the government’s budget impasse and concerns about the Federal Reserve removing monetary accommodation and the later because of China’s government’s aim to dampen rampant credit creation...............................................Full Article: Source
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