MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
Macro Voices
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Commodity Market
Central banks cannot control the availability or lack of availability of key input materials, like commodities. So they can only really impact the demand side. Right now they are ot on a mission to abase the kill demand in order to bring down prices. And when you kill demand, uols for killing growth. The question is really whether we are going to see growth er play ball with these rate hights and hit towards something more serious in terms of recession.
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