In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Ole Hanse, Head of Commodity Strategy at Saxo Bank.
Together they debate whether we are at a turning point in commodities after central bank hawkishness created headwinds for the asset class this year.
(00:00) Intro
(00:55) Disclaimer
(01:31) Meet Ole
(04:05) What big trends are we currently seeing?
(07:43) Are we reaching peak bearishness?
(11:00) US inflation - Can the Fed afford to take a break?
(14:09) Gold - Where do we see it going for the rest of the year?
(23:14) China
(27:49) What's going on in the world of agricultural commodities?
(31:12) Oil - what could allow it to break out of its current range?
(36:40) Closing discussion
(38:47) Outro and Disclaimer
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT)
Mobeen: https://twitter.com/MobeenTahirWT)
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Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities)
