Macro Analysis /

New commodity super-cycle begins

  • A new commodity super-cycle appears to be unfolding with global commodity prices broadly on the rise

  • Unprecedented stimulus, more aggressive environmental policies and sustained dollar weakness underpinning commodities

  • Agricultural commodities are also rallying this year, pushing international food prices to levels not seen since 2014

Kieran Siney
Kieran Siney

Head of African Markets

Edmond Muzinda
Takudzwa Ndawona
Lloyd Miller
ETM Analytics
27 May 2021
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