MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Macro Voices
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Commodity Market Dynamics and Price Movements
The chapter delves into the significant movement in commodity markets and the impact of backwardation and contango on investor returns over time. It explores the uncertainty around inflation, interest rates, and their effects on commodity markets, highlighting the importance of economic outlooks. Additionally, it discusses the surge in gold prices, market reactions to technical and fundamental changes, potential price targets, and the rally in copper prices driven by China's production cuts.
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