The perceived wisdom is that the very high correlation between commodity and equity pricemovements during 2009-12 was an aberration caused by the global financial crisis and itsramifications. We do not agree. Instead, our view is that the financialisation of commoditymarkets will prevent the long-run correlation between commodities and equities returning topre-crisis lows.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to gain:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services