MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
Macro Voices
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Analysis of Oil, Copper, Soft Commodities, and S&P 500 Outlook
Exploring the potential pullback of oil and copper amidst upcoming elections and rapid price increases, emphasizing geopolitical tensions' impact on copper prices and potential short-term corrections. Discussion on frustrations with soft commodities performance but remaining bullish on essential consumer demand, coupled with a brief insight into the S&P 500's long-term outlook and potential capital flow into US equities.
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