If the global economy recovers, commodity prices will head north. If it doesn’t, equities will head south. Commodity prices and equities have seen more or less co-ordinated moves in the last five years. In recent months, however, that relation has broken down. Both the MSCI World index and the MSCI Asia-Pacific ex-Japan index have moved sharply higher, while commodity prices, as shown by the Reute…
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On February - 12 - 2013 Articles of Interest
