Tactical Positioning in the Commodity Market and Financial Market Opportunities

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near levels where it is becoming disruptive. Saira Malik, Nuveen CIO, says the soft landing narrative is being challenged. Janet Henry, HSBC Global Chief Economist, says this is an unusual cycle.
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