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Macro Voices
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Mar 21, 2024
Exploring hot commodities from softs to AGS to metals to energy with Ole Hansen. Dive into cocoa price surge, market dynamics, hedge fund strategies, Saudi Arabia's production, and uranium buying opportunity in a nutshell.
01:07:00
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Quick takeaways
- Green shoots seen in commodity markets with precious metals leading the rally.
- Copper prices surge due to China's refining sector news, tightening supply, and production cuts.
Deep dives
Commodities Outlook and Market Trends
The commodity sector is showing signs of green shoots, with precious metals leading the recent rally. Significant trends are emerging across various commodities, from industrial metals to energy sector commodities. The recent surge is driven by both technical and fundamental factors, with producers adjusting production to balance supply and demand. The market is questioning whether this rally marks the end of the correction phase, as technical indicators suggest a break in the previous downtrend.
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