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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

Macro Voices

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The Commodity Supercycle Catalyst - Where Do We Start?

We have seen this massiv fo jumping inflation over the past year, culminating last month where we had eight and a half % in the us. Central banks have been very slow in responding, because first they had to deal with e recovery after the pendemic. And that bas mean that, i tis margets s been allowed to run ahead of itself. We are suddenly said, seen scarcity ofe supplies. Weve supplied bottle necks as well, adding to the equation. And central banks really need to respond. Last year, when powell was reappointed, I'm sure he was read the riot act by the white house. Because there's only a few hundred thousand out of more

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