MacroVoices #373 Ole Hansen: Commodities Update
Macro Voices
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The U.S. Interest Rate Outlook
Ola Hansen is head of commodities research for Saxo Bank. He says we've got a new secular inflation trend that's going to stay with us for a long time. Inflation and interest rates are part of the bigger picture here, he adds. But it's just something, some major developments in Ukraine has kicked out of the de-shoring market where we are looking at. The green transformation could also be adding upward pressure to the price of metals.
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