Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Summary: In today's episode we're talking with Ole S. Hansen, Head of Commodity Strategy, about the weekly so-called Commitment of Trader report and discuss why it may be relevant for all investors interested in commodities. We do so by focusing on cocoa, which has seen a very steep price increase. We dig into the why, how and future perspectives for the commodity. We also discuss grain and natural gas and the difference in dynamics in all three commodities.
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