Untitled

Commentaries — January 11, 2007

Revisiting Commodities’ Impact on Financial Markets The recent abrupt declines in various commodity prices have had only a scattered impact on sector credit and equity markets, expected effects on equity industry groups and what appear to be non-causal effects on global equity indices. Just as commodity price impacts were overstated during their rise, they are… Continue reading Untitled

Open Revisiting Commodities’ Impact on Financial Markets
The recent abrupt declines in various commodity prices have had only a scattered impact on sector credit and equity markets, expected effects on equity industry groups and what appear to be non-causal effects on global equity indices. Just as commodity price impacts were overstated during their rise, they are overstated now during their decline.