美国旱灾,量化宽松,加上现在的飓风,成就了原油、农产品等大宗商品又一轮的“逆风”牛市。尽管欧债问题仍未解决,尽管经济降温已成主基调,但手握大笔资金的对冲基金仍在大肆涌入原油、玉米、黄金等资产。对于已然减速的世界经济而言,大宗商品价格的意外走强将是不小的挑战。受美国农产区干旱以及中国上半年主粮进口激增影响, The drought in the United States, quantitative easing, coupled with the current hurricanes, have brought another round of “bullish” bullion to crude commodities, agricultural products and other commodities. Although the European debt problem remains unresolved, although the economic cooling has become the main tone, but holding a lot of money hedge funds are still in the influx of crude oil, corn, gold and other assets. For the already slowing world economy, surprising commodity prices will be a big challenge. Affected by the drought in the U.S. agribusiness areas and the surge in staple food imports in the first half of the year,