| Despite the positive momentum that began in early January, the continued lack of clarity on global economic initiatives drove commodities prices back to mid-December levels last month. Despite January losses (the Dow Jones AIG Commodity Index finished down 5.38%), many believe the reversion of commodities prices to stable levels could signal an early sign of recovery.
Andrew Karsh, Co-Lead Portfolio Manager for the Credit Suisse Total Commodity Return Strategy, said, “At this point, with many potential inflationary factors lingering on the horizon, price stability could represent the initial recovery phase of what could become an extraordinary year for the commodities markets.”.... Full Press Release: Source
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