Commodities

Base metals have been helped by the rally in equities and remain oversold.
Market selloff and weaker dollar have been to its benefit.
Those interested in playing the upside should wait for a pullback, or mitigate exposure.
A strong dollar is hurting the asset class.
Metal producers' shares pull back after three days of rallying.
Markets are experiencing the effects of the asymmetry of risk.
The commodity should see renewed strength in the second half of 2016.
A rally to the $40-$50 area is our first upside price target.
It won't be long before the expectation for more Fed rate hikes comes back into the markets.
A weak U.S. dollar is pushing commodities higher across the board.

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