"I think the risk of a recession, especially u ss, is probably low. Owe i'm not going to choke for non stop for an hour or so," he says. "It seems very clear to me that we're going to get a recession, but i don't think they need make that recession last any longer than it takes to get demand under control." But what happens if thes supply bottle next day are maintained? 'What happens if there's not enough investment going into into a new discover for oil and for mining, for mined metals?' asks Mr Probay.
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF
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