
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
Macro Voices
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Commodity Bull Market
Ola: What if inflation is transitory, and the reason we're seeing these spikes in commodity prices is just becauseou we've got a global pandemic on that has disrupted supply chains. Those supply chain disruptions surely are going to, you don't get corrected, sometime fairly here, and everything is going to all retrace. And so as m instructed to take the other side of the argument, because the demand is, the demand look strong, not only because h economies or recovering. Ola: The devil's advocates should probably be china, where we see where we have a sucsut amont of demand for most major commodities. But at the same time, they're
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