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Forecast Revisited

The Jacob Shapiro Podcast

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The Second Half of the Year

I'm a little more worried now halfway through the year about agricultural commodities because you start putting together China's having really bad weather and it looks like their crops not going well. Things have been a little too stable there for a little while, but it's hard to establish direction with any confidence. I feel like as we're going to see more volatility in peaks and valleys. Those are some of the things I'm looking for for the second half of the year. And just sort of looking forward into 2024, because I think that these three major countries are having elections in 2024.

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