MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
Macro Voices
The Impact of Monetary Policy on Commodities
This chapter explores the role of monetary policy in commodity investing, discussing the concept of Contango and its effect on investors. It also delves into the potential for a change in monetary policy regime, including the possibility of the U.S. losing its reserve currency status. Moreover, the chapter analyzes the implications of political themes and social attitudes on the future forecast for commodities.
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