Roowns

The Commodity Rebate

People ignore the fact companies benefit from falling commodities too, making products cost lower and final products cheaper, so it's benefiting the consumer too. Of course, right now they have included in cost the higher commodities price from summer, but this will change soon.
Companies seen themselves in the situation of very high material and transport costs, not a very good market, so they tried to lower where it could, from salaries.
As a fact unemployment started to rise fast.
I expect better times in the spring-summer of 2009.

China Stimulus Package Boosts Commodities, Hurts Our Wallets

It's not all about commodities price. The plan might boost the consume and give companies something to do, witch is good for USA companies too.
My fear is $586 billion is not too much, but may ease the global recession a little.

Just a Commodities Correction - Not the End of the Bull (Part 1)

Maybe population uses more oil than the planet can produce but the TRUE is the planet can't support a sharp increase in oil price, especially USA.
That's why for every increase in oil price dollar go down keeping a more reliable price for the commodity and keeping oil cheaper. But that's not all, inflation increase is another story telling the planet can't support the price of oil, so if oil rise everything else rise making the oil price increase useless.
People realized this and oil dropped, you guess, with a dollar rally :)

Price of oil it's just a speculation, it has nothing to do with the real economy.