Vrchol komodít dosiahnutý_
V súčasnosti prevládajú názory, že komodity dosiahly vrchol a min. do polovice r. 2009 budú v štádiu korekcie. USD by mal týmto aj naďalej posilňovať.
"Prices have made a peak,'' said investor Marc Faber, who publishes the Gloom, Boom & Doom Report.
"I expect commodity prices to remain subdued until mid- 2009,'' said Arjuna Mahendran, head of investment strategy at HSBC Private Bank in Singapore. "The major issue in commodities is the proliferation of ETFs and hedge funds. As they unwind positions, this leads to the price overshooting.''
Gold may rebound from a slump and rally through 2010 as fabrication demand rises and on expectation the US Dollar will resume its decline against the Euro, Citigroup. said, forecasting the metal to average US$950 next year and US$1,000 in 2010.
"Longer term, we would not be surprised to see gold double,'' the bank's analysts John Hill and Graham Wark wrote in a report. "We would be aggressive buyers at current levels expecting gold to work higher through 2009-2010.''
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21.08.2008