March 16, 2016
The prices of gold, oil, copper, lumber, iron ore and the Baltic Dry Index have bounced sharply from lows. In my latest piece for Seeking Alpha I examine the cyclical nature of commodity markets and explain why all of these moves taken together could portend an important change in the bear market for raw materials and why inflation could be the ultimate price for low interest rates and quantitative easing policies.
Article: Signals From The Industrial Sector
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