Report If Anyone's Interested in Financial markets Posted June 1, 2011 · Edited June 1, 2011 by Crash Buyer A reminder of this article on Babak's Trader's Narrative last month on that subject (commodity supercycle) http://tradersnarrative.wordpress.com/2011/04/12/the-commodity-supercycle-is-this-time-different/ with the running 10 yr average rate of return on all commodities (we assumed it was in USD). So, again it looks to be worth keeping an eye on when that 10yr avg. starts to peak and turn down i.e. the rate of increase slows and starts to fall. That could happen with prices rising more slowly for a time or following a blow off top but the timescales look to be coalescing........... A good summary from Babak. We hear alot about incremental demand from China and India, but what about potential withdrawal of demand growth from OECD nations? To me it's just looking at one side of the coin. I don't buy the paradigm shift at all. Or maybe Gordon Brown abolished the commodity supercycle instead of the UK business cycle by accident?