Commodity Sector Outlook: Ole Hansen on MacroVoices
Head of Commodity Strategy
Summary: This week I was invited back on Macro Voices to discuss the outlook for commodities
This week I was invited back on Macro Voices to discuss the outlook for commodities given the current macro backdrop of rising inflation and the prospect for tight market conditions as producers struggle to ramp up production to meet increased demand from infrastructure and green transformation projects. Including these, we take a closer look at developments that has driven most commodities higher in recent months and which will be the best inflation hedge for what lies ahead. Please note the interview was carried out on Tuesday, just before the hottest US inflation print in three decades sent both gold and the dollar higher.
Link to podcast here
Quarterly Outlook Q2 2022
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.