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Sign In(1) In 2017, oil is up, while raw industrials are flat. (2) Oil price tends to have a lot of geopolitical noise. (3) YRI Global Growth Barometer going strong. (4) Remember the Baltic Dry Index? It is up sharply since early last year. (5) Dr. Copper is signaling that all is well. (6) Oil price up despite rebound in US output as inventories drop. (7) Relative performance: S&P 500 Materials & Energy lagging commodity prices. (8) Global industrial production at record high. (9) Emerging markets are emerging.
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