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Pros Say: A Commodities "Super Cycle" in 2010

Global stock markets began the week mixed Monday. Oil prices continued their fall toward $55 a barrel as Japan fell into a technical recession in the third quarter. But CNBC's experts say there will be a commodities super cycle in 2010, once the global economy recovers.

Look for Commodities' Super Cycle in '10

Commodity prices will turnaround when the global economy bounces back in late 2009, according to Robert Parker, vice chairman at Credit Suisse Asset Management.

More Bad News Ahead

Expect three to four more quarters of pain, says Benjamin Pedley, MD and Investment Strategist at LGT Investment Management Asia.

Expect a Bad Q4 in the US

The fourth quarter of 2008 will probably be the worst quarter for the U.S. economy, says Robert Parker, vice chairman at Credit Suisse Asset Management.

Who Will Lead a Recovery?

The recovery in the U.S. will be nothing more than mediocre, says Robert Parker, vice chairman at Credit Suisse Asset Management. He tells CNBC the U.S. economy will have positive GDP in the third-quarter of next year, and that Europe is likely to do the same. Parker also expects Japan to have growth in the second quarter of 2009.

Stay on the Short Side

The short side is the only place to be as "this baby is going down and going down fast", Tom Hougaard, chief market strategist at City Index said ahead of the US open Monday. After Friday's massive last-minute selloff, Hougaard sees no reason for anyone to start buying stocks.

Fixed Income Opportunities

In today's volatile environment, Uwe Parpart, chief economist and Asia strategist at Cantor Fitzgerald sees good investment opportunities in the fixed income and corporate debt markets. He also tells CNBC why he's keeping a close eye on China.

Dollar Set to Strengthen

The U.S. dollar is set to remain strong against the pound and euro in the short-term, predicts Robert Parker, vice-chairman at Credit Suisse Asset Management. He also tells CNBC why he expects further selling in the Aussie.

WALL STREET IN CRISIS - A CNBC SPECIAL REPORT
WALL STREET IN CRISIS - A CNBC SPECIAL REPORT

Yen to Outperform

The yen is expected to outperform as risk aversion, deleveraging flows remain strong, says Patrick Bennett, Asia FX & Rates strategist at Societe Generale.

In Favor of Telecoms & Oil

Willem Nabarro, head of European equities for Asia at Exane-BNP Paribas tells CNBC why he favors telecom and oil stocks as defensives.

Hang Seng Could be 'Very Profitable'

"Where we got to on October 27 for the Hang Seng for example is a reasonably solid bottom and I actually do doubt that we are going to break below that bottom," Mark Matthews, chief Asia strategist at Merrill Lynch told CNBC.

"Looking back in history … having an opportunity to buy this asset class on 1.1 times book (value) has proven to be a very, very profitable thing," Matthews said.

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