In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Ole Hanse, Head of Commodity Strategy at Saxo Bank.

Together they debate whether we are at a turning point in commodities after central bank hawkishness created headwinds for the asset class this year.

(00:00) Intro

(00:55) Disclaimer

(01:31) Meet Ole

(04:05) What big trends are we currently seeing?

(07:43) Are we reaching peak bearishness?

(11:00) US inflation - Can the Fed afford to take a break?

(14:09) Gold - Where do we see it going for the rest of the year?

(23:14) China

(27:49) What's going on in the world of agricultural commodities?

(31:12) Oil - what could allow it to break out of its current range?

(36:40) Closing discussion

(38:47) Outro and Disclaimer

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The Commodity Exchange: "A Turning Point in Commodities?" with Ole Hansen