MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Macro Voices
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Is There a Supply Side Constraint on the Commodity Space?
The Russia-China alliance is probably going to continue. The Middle East and Saudi Arabia have seen a much different approach from the Saudis with the Biden administration than certainly with prior administrations. All of this tells me that we are going to have a longer period of supply constraints on the commodity space.
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