Global

Friday Musings: Commodities Are The Boss

  • Commodities are the new boss in financial markets, leading the way & influencing other assets.

  • Pressure to lower carbon emissions is perversely driving demand for more metals just as ESG limits financing for such.

  • Could the combo of commodity price pressures & the "digitalization of everything" result in a wash for inflation?

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May 7th, 2021
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