Stephen Roach their chief economist has been forecasting the end of the commodities boom for about 3 years now. They seem very "adaptable" when it comes to the timing of these events.
They say that interest rates are rising and reaching critical levels, so either they are talking about Europe only or I'm missing something.
http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/06/06/cnmorgan106.xml
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