Commodity Markets Update: A View from the Top with Saad Rahim
The HC Commodities Podcast
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The Capex Cycle and the Future of Commodities
As interest rates go up, money comes out of financial system and into real world assets in order to drive short term returns. Are we not going to see in a period of sustained higher interest rates? Some of that investment returning to these issues that are generating the supply side constraints that we're facing. Zane: My shorthand on this really has been this is a race really between slowdown and stocks,. We are incredibly low on stocks and many, many things.
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