Two-tier Commodity Pricing Ahead

As China approaches “the biggest change in political governance since the Cultural Revolution,” what does this mean for stability and commodity prices? Chinese economic growth is expected to moderate to various degrees. With Macquarie commodities analyst Colin Hamilton looking at China with a degree of skepticism, have commodity prices moved “past the peak of a cycle?”

Chinese economic growth is slowing and commodity prices could follow

The Chinese and their industrial recovery have been an underlying force supportive of commodity prices. Both the Chinese industrial recovery and that around the world has “matured,” the Macquarie Commodities Research Report...