For the low-cost producers, they are very profitable now, at (steel) prices that are probably not going to fall.

221

Political risk is never good for stock markets, so that is definitely a negative.

143

That is an issue. We do still expect the U.S. consumer to slow down in the second half of the year, and oil prices can only contribute to that. But there is probably not enough to create significant economic weakness globally.

122

Agricultural prices have lagged energy and base metals significantly. In time, all commodity prices - metals, energy and food - move together.

75