2010: Oil prices may remain bubbly while QE2 is on the cards

Consensus said:

Consensus Economics survey shows 2.3% rise from Oct 2010 spot – Sep 2011

We said:

The most direct and visible effect of QE is likely to be on asset prices. At least some will rebalance their portfolios. This portfolio rebalancing could present a substantial upside to commodities. (LSR Daily Note 4th October 2010)

Outcome:

Oil prices then $81.4/bbl (WTI), $99/bbl in August 2011

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