As markets awaited the message from the Federal Reserve, they could ponder a message from the commodities market.
It is beyond question that the sector, once neglected by institutions, has been a great place to be for the last few years. Indices differ, but they agree on great performance for non-energy commodities: The S&P GSCI index for the sector is up 64 per cent in two years, while the Dow Jones-AIG index is up 42 per cent.

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