London, March 2011
The commodity markets are correctly a focal point of economic concern at present. As the world economy recovers from the worst recession since the Great Depression and WW II, the sustainability of global economic growth and the capacity to rebuild is impinged by several factors.
What is clear is that there is – and will be for some time – a great deal of political unrest across the Muslim world. These divisions have been brewing for decades. How this evolves in each country is not clear. Nor is it ever entirely clear what risks these events will present to the commodity markets.
By Jeffrey Christian





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