Thank you! We don’t think income & consumption is enough on a standalone basis to get commodities much stronger. Right now we’re looking at a Fed induced rise in markets as nominal growth odds rise from a cutting cycle. But we think the fundamental pressure on commodities is significant.
Are we going to get any article on commodities soon. Or specific asset classes. It's almost always about growth and it's components. I'll try and read previous articles maybe I'll see something
Great read. And better cause of the details.
Consumer income and consumption is strong and industrial output weak/getting weaker. Is the degree enough to be bullish commodities
Thank you! We don’t think income & consumption is enough on a standalone basis to get commodities much stronger. Right now we’re looking at a Fed induced rise in markets as nominal growth odds rise from a cutting cycle. But we think the fundamental pressure on commodities is significant.
Are we going to get any article on commodities soon. Or specific asset classes. It's almost always about growth and it's components. I'll try and read previous articles maybe I'll see something