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Commodity Markets

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2015sep8crb1Commodity declines leading to stresses in emerging markets like Brazil.

Brazil 10 year

While the marginal commodity seller is selling.

glencore panic

glencore

Glencore Chart

Glencore is the marginal seller–another sign of the beginning of the end of the emerging markets’ declines.

Emerging markets and commodity producers are another area to search for values.

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