banks have weighed heavily on the ASX
in recent months, a rebound in commodity prices has boosted the big miners, with BHP Billiton and Rio Tinto up over 40 per cent. But should the banks experience a dramatic sell-off in May
, analysts are wary of the commodity rally having enough in the tank to make up for a sell-off."Any company upgrades thanks to a rebound in commodity prices could definitely support the market," says Mr Wood.