Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Macro Mondays
Navigating Current Trends in Commodities and Geopolitical Tensions
This chapter explores the evolving trends in commodities, discussing the positive shift in sentiment and risks associated with the reflation train. It also analyzes the geopolitical tensions in the Middle East following the Israeli attack on the Iranian embassy, predicting potential retaliatory responses. The conversation further delves into the economic expansion, disparities in growth expectations between regions, interest rate cut speculations by the Federal Reserve, and the impact on precious metals amidst rising rates and demand dynamics.
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