Alongside some observations we made earlier on tech stocks vs commodities, Deutsche Bank credit strategist Jim Reid writes that while inflation and commodities have dominated the financial airways this week, "although commodities prices have been a big part of the current inflation scare, they have actually dipped since the mid-week US CPI shock which has helped markets adjust to the high print", something else we pointed out earlier. So is the commodities run now over, asks Reid rhetorically? To answer, he updates a chart which he first showed in January (and which he called “Trade of the Decade”) showing the ... (full story)