The latest falls in commodity prices have more to do with risk aversion than any deterioration in underlying demand and supply fundamentals. That said, we had always expected commodity prices to fall this year as we suspect that prices are reflecting too much optimism about demand.
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