China's Response to the Real Estate Market and its Impact on Commodities and Oil

Discussion on the connection between China's response to the real estate market issues and the commodities market, including the mixed results of being long on energy commodities and software in China. Speculation on the necessity of China's rebound for a positive view on commodities and the possibility of China delivering a stimulus package. Mention of the oil market's relationship with China and how the oil price has managed to move up without China's full participation.