Three macro developments should continue to set the tone for industrial commodity prices in the coming months. The end of the euro-zone recession is only a small positive, while the prospect that the Fed will soon start to taper its asset purchases should prove to be only a small negative. This leaves the outlook for China as the potentially decisive factor. Here we remain relatively bearish.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services