The World Is Short of and Then You're Listed All These Things

The Bloomberg commodity index is down nearly 20%. Gold, which has done pretty well over the last few months, makes up 12%. It's the highest contributor to the weight. And then behind that, this crude and natural gas, about 15%, or maybe a little more,. Maybe a little more, but maybe 20 some in 2023. I think that the key for 2023 is the Chinese economy that is now opening up. That is going to lead to much sharper demand increases after this Q2back.

Play episode from 09:34

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app