i cando missed this supercycle in terms it copper and other commodities. i'd like to buy the low in when they hey eventually hit their bottom. In a normal business cycle, inflation tends to be one of the most lagging indicators. Right now we're mostly pointing towards a peak rolling over, but not necessarily the top priceor this is more like a plateau rather than you hit the peak of the mountain.
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM
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