Strategy Note /

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?

Jay Pelosky

TPW Founder & Global Strategist @ TPW Advisory

7 May 2021

Published byTPW Advisory

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