MacroVoices #373 Ole Hansen: Commodities Update
Macro Voices
00:00
The Future of the Commodity Market
The key commodities will thrive even though we may have an economic slowdown where demand may suffer. The supply side is equally challenged as well in our view. And this whole de-globalization, we call it the fragmentation game. We really thought that as soon as China picked up there wasn't going to be enough supply of oil. But boy, the commodity impact hasn't been there yet.
Play episode from 10:21
Transcript
