• The recent rebound in equities has been dismissed by many as a rally driven by central bank liquidity, and the slide in commodity prices have been cited as evidence of falling demand and ineffective central bank policy.
• Analysing the structural factors driving the commodity bull market over the past decade reveals that the recent weakness does not suggest economic doom and gloom.
• In fact, rather than demonstrating weakening economic growth, the fall in commodity prices represents the movement of commodities to a ‘back seat’ role with positive economic implications. 

To read the paper, click here.

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