All in all, supply will lag demand, growing only 2.2% annually on average through 2014, and peaking in 2017-2018 at about 250 million popunds, after which it will begin to fall.

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However, inventories are starting to come down and new housing starts will follow with a six-month lag, Barclays analysts said, providing some upside risk to demand for cement, steel and copper.

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While economic activity continues to lag, Bernanke and Draghi are using monetary tools to stimulate aggregate demand and aver catastrophic scenarios.

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And an increasingly assertive Hispanic caucus, in an increasingly Democratic state, also seems sure to demand better schools and health care for the people it represents, who currently lag far behind the Anglos on any social indicator you care to name.

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The one scenario in which silver could lag gold would be runaway inflation accompanied by a weak economy that curbs industrial demand for silver, he said.

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