PPI Reaction and Energy Outlook
Bloomberg Surveillance
Market Trends and Economic Shifts
Exploring the impact of demand on commodities, the chapter anticipates a mid-cycle pause in 2022-2023 with rising rates, emphasizing the significance of owning oil and commodities during this phase. The conversation transitions from a Steeffe advertisement to a discussion on the potential revival of 1970s-style inflation due to Trump's Fed plans with Adam Poson from the Peterson Institute.
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