In Depth Research Note Outlook Q2-15: Tightening Supply Brightens Commodity Outlook in Face of Rising US Dollar
Summary
Monetary stimulus in Europe and Asia should drive demand for commodities in 2015.
Moderation of economic growth in China shouldn’t impair increases in commodity intensive infrastructure spending.
Policy divergence between the US and other major economies should drive currency movements but the US Dollar rally will likely face headwinds in the near term.
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