
Why Energy Is Underperforming
Real Vision: Finance & Investing
00:00
Can Commodities Enter a Super Cycle?
If the US dollar starts weakening, broadly speaking against all peers it may be a hint of a more bullish price action in commodities. The dollar has turned into a headwind for commodities rather than a tailwind. Therefore I think there is an important. Reprecursion For global equity markets to consider given this. We've spent most of this year discussing the cyclical upturn in China and the spillovers through Europe. And oh boy, equities have party in Europe in January, especially countries with a big trade. Link to China Germany as an example.
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