20081010德银Commodities Weekly（25页）

􀂄 DBLCI Commodity Returns: Commodity index returns suffered one of
the main powerful corrections in the last 20 years in September.

􀂄 Oil: At the start of the year we declared USD150/bbl as a level of the oil
price beyond which it would represent extreme levels of valuation.

􀂄 US Natural Gas: Natural gas prices have fallen below what we viewed as
the USD7-7.50/mmBtu ‘coal floor’ for power.

􀂄 Precious Metals: There have been significant inflows into gold ETFs over
the past few weeks.

􀂄 Industrial Metals: We believe copper remains increasingly exposed in an
environment of weakening growth and falling equity markets.

[此贴子已经被wesker1999于2008-10-16 1:05:10编辑过]