Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
Head of Commodity Strategy
Summary: In our latest commodites webinar we take you through the reasons why we believe the sector, already trading at a record high may have further to go. This despite a current dollar surge and growth concerns triggered by US rate hikes and an extended Covid19 related lockdown in China. Among others we take a closer look at crude oil, gas, gold, silver, copper and key crops.