Here a group of reports on the commodity asset class. They have badly under performed as an asset class from mid 2011.
UBS have turned bullish due to a renewal in weakness for the US$ (they believe) and the out performance of the cyclical themes.
The dollar basket monetary issue is key, i believe, until we get Asian/China revival on the demand side.
Here an excellent overall review by the CS team.
Here a nice technical analysis set of charts from the commerz team
Commerz-commoditiestech-12-11-13
Here commerz on the tech charts for the commodity currencies.
commerz-wklycommodityfx-13-11-13
Here CS and Commerz & Nomura technical comments on the Bullion markets.
Many more reports to come later today.
Rich