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US Futures looking positive for commodities

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Now the question I guess for the day and week is will the US still rally on commodities (and does this imply that other stock sectors like banks and manufacturing etc will tank). Merger talks between Kraft and Cadbury seems the big thing at the moment in US circles. So after all this exuberance will the DOW start taking a beating later on as September is believably the bad month for markets...
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