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
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
7 May 2021
Published byTPW Advisory


Tellimer | Start Following

Start following your markets today

Follow your key analysts, markets and more so they appear here in your Watchlist - allowing you to keep an eye on the latest updates.