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What's Behind the Slide in Oil and Commodities?

Great observations. However they are short term movements and one can't yet conclude that these factors have set new trends. China has been raising interest rates over and over for the last three years. they still have rising inflation and the only reason they can do in the first place is because they have 10% growth every year so far. Second, demand destruction has to be global for the oil price to have a meaningful and sustainable reversal. There is no evidence yet that developing nations are going to change their aspirations to own cars and to mimick the aspirations of the typical western consumer. Cutting government subsidies for petrol in these countries could conceivably create the desired global demand destruction. Time will tell. For the moment energy companies are some of the best performing companies anywhere and the drop in crude to $100-$120 might even suit them better.
Jul 25 19:38 pm |Rating: 0 0 |Link to Comment |View article

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What's Behind the Slide in Oil and Commodities?

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