Episodes
Thursday Sep 21, 2023
Commodities: What does a Fed soft landing mean for commodities?
Thursday Sep 21, 2023
Thursday Sep 21, 2023
In today's podcast on commodities we discuss the FOMC rate decision and what the Fed's soft landing outlook means for commodities. We discuss everything from the opportunities in gold as a hedge against monetary policy mistakes, tightness in energy markets, downside pressure in copper due to rising copper inventories, and recent developments in the agriculture sector, with Peter Garnry and Ole S Hansen.
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