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“Nightmare Scenario” For The Fed | Felix Jauvin
Forward Guidance
What's Your Outlook on Commodity Prices?
Felix: The US is, in my opinion, clearly going to go into a recession. So that would be a very bearish picture for commodities. But Europe is in a bad way, and they still need commodities. And China is also an extremely bad way. You know, whereas now America is doing okay, but it's only going to get worse from here. Whereas in China, things are so bad, and they might get better. I've had some reason to guess on who'd disagree with that. Felix: If I think that Q1 2023 is gonna be the bottom and it's triggered by some sort of event on the long end of the yield curve or potentially on
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