Strategy Note /
Global

Calling Dr. Copper

  • Rates, Oil, A$/Y cross rate all support global growth expansion - one key player is missing: Calling Dr. Copper.

  • 3 points on energy shortfall/price spike: they are temporary, Govts will mitigate, DM econ growth less energy intensive.

  • Market headwinds turning into tailwinds: seasonality, sentiment, positioning. Energy woes accelerate G/V rotation.

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
8 October 2021
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