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What are SmarterMarkets? Episode 1 | Jeff Currie, Goldman Sachs Global Head of Commodities Research
SmarterMarkets™
Composition of Growth Changes in Commodity Markets
A year ago, infmation wasq transitory. Now they've kind of overtly said, it's not transitory any more. It goes back to this whole point. If you want to get a demand growth that is big enough to create inflationary pressures, you need al hundred % of the population consuming this at the same time. The only way you get that is through stimulus, getting those lower income groups. And so as we have all these policies moving in that direction, they're going to continue to support those low income groups. Those are the onesw because you look at the core of their consumption,. These are the consumers that drive the ble markets.
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