Equity Themes - The Commodity Space

SaxoBank is looking for the rollover in the Federal Reserve's approach to interest rate hikes. The market needs some more clarity on the trajectory of the dollar and if we do see a rollover that could be quite an event when it comes to the commodity space. We like to use equity themes as our guide to what moves markets at SaxoBank. But I think we also agree that most people including the Fed are not being realistic about what I think is a secular inflation. It seems to me you get to what everybody thinks is a terminal rate on policy and then it turns out that the inflation doesn't go away after all.