The Labor Market Is Still Intact
Real Vision: Finance & Investing
00:00
Is There a Link Between the Supply Side and the Rally in Commodity Prices?
Do you think there's a link between slightly less aggressive monetary policy and the rally that we're seeing in say oil, gold, silver, etc.? I think there is because when you look at the supply side in a lot of commodities, I think a lot of people acknowledge that it's crimped. So if central banks are going to tighten less, well maybe that will be an incremental boost to the demand side which then changes the marginal price upward. If you then throw in the possibility that China is coming to the end of this extreme COVID approach, well then that is another demand driver.
Play episode from 15:35
Transcript
