Bullish Commodities? Not So Fast | Lukas Kuemmerle
Forward Guidance
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The Role of Shipping in the Price of Commodities
The price of dry bulk shipping has come down from its actual peak, but it's still on elevated levels. A big factor also here is the renewed corona restrictions in China which could to some extent, at least for now, cool down the shipping rate market a little bit. But I really have to monitor this closely over a longer term basis. For now, I think rates are really rolling over to the downside.
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