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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
Macro Voices
Late Business Cycle Favorable for Oil and Commodities
Late in the business cycle, as central banks raise rates and the system readjusts, leading to a late cycle surge, commodities like oil tend to perform the best. The current low speculative position in oil, combined with the market's reaction resembling a recession despite promising fundamentals, indicates a bullish outlook. Factors like increasing production from OPEC and the beginning of jet travel and driving seasons further support the optimistic view on oil.
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