MacroVoices #399 Ole S Hansen: Still Bullish Commodities
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Commodity Super Cycle and Backwardation in Commodity Trading
This chapter explores the bullish commodity super cycle and its factors, such as tight supply, the green transformation, and rising inflation expectations. It also delves into the concept of backwardation in commodities trading and its implications for investors, discussing commodities in backwardation like heating oil and gas oil. The chapter further touches on the activity in broad exposure ETFs for commodities, the performance of gold, and the impact of rising interest rates on the bond market.
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