date:Jul 09, 2013
correlation observed between other asset classes and commodities since 2008 has begun to normalize, he added. This may signal a return to a more fundamentally driven market. Within the current trend, the pace of supply growth is likely to remain the key factor in driving commodity returns.
Markets continue to be caught between good economic news being positive, indicating that the recovery is gaining traction, or good economic news being negative as it may mean monetary policy will tighten, s