Daily Archives: May 16, 2011

Commodities have been the best performing asset class since the Fed announced QE2 last August. Even after the fall of 10 per cent seen this month, commodity prices are still 29 per cent higher than they were when Mr Bernanke spoke at Jackson Hole on QE2. But this has started to slow the growth rate of the world economy, raising doubts about the sustainability of the rally in all risk assets. So where are commodity prices headed next?