Commodities Continue On A Supercycle Trajectory… For Now

Capt. John

In early 2021, many market watchers called the beginning of a new commodities supercycle. There were plenty of positive signals: low rates, fiscal stimulus across developed economies and pent-up demand just as the world was emerging from COVID-19. The idea was that that demand for commodities would outstrip supply: after a year in lockdowns, consumers …

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Author: Capt. John

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