Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
How to read the graph: The graph indicates, which factors could have the greatest impact on a given type of commodity. The further away from the center the line is, the greater the influence that specific topic has.
Check out any of the other three subgroups:
Note that this should be used only as inspiration and neither should be seen as a recommendation to invest in the asset class, nor should it be used as the only piece of information about whether it fits your investment strategy, portfolio and risk profile. More research is required to make investment decisions.Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty