Wednesday, November 7, 2012

Credit Suisse: Expected Money Flows from 2013 Commodity Index Rebalancing

From Sober Look:
...The chart below from Credit Suisse shows what the impact of the next rebalancing is expected to be. Once again, the largest move will be a reduction in WTI and an increase in Brent weights. But flows in other commodities are expected as well.

Source: Credit Suisse

The overall impact will be a net inflow into energy commodities, and a net outflow from agricultural commodities and an outflow from base metals.