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

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

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities