---
title: "Commodity and Economy"
url: https://independentstockanalysis.com/commodity-and-economy/
description: "Commodities Unbound! at WSJ . Commodity markets look for hero in China at Marketwatch . If Chinese GDP growth declines to 6.5%, then industrial…"
published: 2012-09-24
updated: 2012-09-24
---

# Commodity and Economy

Published 2012-09-24

Posted on

by

J.J. Butler

Commodities Unbound! at [WSJ](http://online.wsj.com/article/SB10000872396390443890304578008811786709432.html?mod=rss_markets_main). Commodity markets look for hero in China at [Marketwatch](http://www.marketwatch.com/story/commodity-markets-look-for-a-hero-in-china-2012-09-21?mod=wsj_share_tweet). If Chinese GDP growth declines to 6.5%, then industrial commodities are to be avoided. [Ritholtz](http://www.ritholtz.com/blog/2012/09/chinese-2013-gdp-to-decline-to-6-5-or-even-lower/)

As for precious metals, CPI inflation is not important ([Ritholtz](http://www.ritholtz.com/blog/2012/09/gold-vs-inflation/)). Consider the money printing: Goldman Estimate: QE3 could be $1.2 to $2.0 Trillion at [Calculated Risk](http://www.calculatedriskblog.com/2012/09/goldman-estimate-qe3-could-be-12-to-20.html). Just how easy is the Fed? [Crossing Wall Street](http://www.crossingwallstreet.com/archives/2012/09/the-fed-has-been-tightening.html).

U.S. cars sales expected to reach a 54-month high this month from [Mark Perry](http://www.aei-ideas.org/2012/09/u-s-cars-sales-expected-to-reach-a-54-month-high-this-month/). Pent up demand for new homes is bringing home-builders back to life at [Sober Look](http://soberlook.com/2012/09/pent-up-demand-for-new-homes-is.html). Housing’s shadow inventory is declining rapidly at [Sober Look](http://soberlook.com/2012/09/24mm-delinquent-loans-to-be-resolved-in.html).

Invest in the market you have, as opposed to your ideology. [Peak Prosperity](http://www.peakprosperity.com/podcast/79716/barry-ritholtz-sailing-sea-monsters).