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First, there is China's demand for commodities.
The excess demand for commodities is not effective.
At the margin, therefore, the demand for commodities will slow.
"Incremental demand for commodities still largely comes from Asia.
As a result, its demand for commodities has skyrocketed, driving up prices.
Schlumberger and Freeport-McMoRan Copper and Gold rallied on optimism about Chinese demand for commodities.
Fueled by demand for commodities from emerging markets, total trading on the L.M.E.
As China's economy slows, demand for commodities will shift but not retreat.
If investors think QE helps economic growth, then demand for commodities should rise.
This is primarily the result of strong demand for commodities in emerging markets.
Also, the increase in real interest rates would probably reduce industrial demand for commodities.
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