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Commodity bull moving into mid-cycle
30 Apr 2021 - Konstantinos VenetisIt has been a little over a year since commodity prices bottomed out, marking the start of a powerful rally that is reminiscent of those in 1993-95, 2005-07 and 2009-10. With the global economic recovery set to gather.
#Federal Reserve #Commodities #Oil
Oil: new playbook, same old cycle
05 Mar 2021 - Konstantinos VenetisWe have often made the argument that although the nature of the Covid shock makes this macro cycle unique, it is important not to lose sight of the fact that this remains a cycle. The same is true of the oil market..
#Inflation #OPEC #Commodities #Oil
Commodity Supercycle now on? Potential is there
01 Mar 2021 - Konstantinos VenetisThere are two questions that the current debate on the commodity cycle tends to conflate. Does the rally that kicked off in spring 2020 have further to go? And are we in the early stages of a so-called “supercycle”,.
#Federal Reserve #Stimulus #Commodities #Oil
