Quarterly Outlook
Macro Outlook: The US rate cut cycle has begun
Peter Garnry
Chief Investment Strategist
Summary: In today’s commodities focused podcast we explain what has driven the sudden comeback for semi industrial metals, such as silver and platinum. The current negative momentum in crude oil carrying the risk of an overshoot to the downside ahead of the November 26 OPEC meeting. Finally a look at realized gross roll yields in commodities, which sectors are contributing the most and how returns compare with recent history. With Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
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