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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.