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The end of the commodities boom

Source: Financial Times, 5th August 2011

The equity sell off of the last 48 hours is evoking the memory of the start of the financial crisis in mid 2008. Oil and other commodities prices have fallen, although from historically high levels. The big fear - reflected in a dramatic sell off of natural resources stocks - is that the commodities boom is over, with raw materials set to drop sharply.



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