Goldman Sachs Exchanges cover image

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Goldman Sachs Exchanges

CHAPTER

The Commodity Markets Tell Us About the Economy and Its Outlook

Commodities are from the best hedge in case the recession does not occur and interest rates end up being much higher. People are trying to price in the expectations of a recession in these markets without any evidence today that they're actually occurring. So while paper may be rocking, roshambo today, I have take the fundamentals in the rock over the paper as we look out into the end of 2023.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner