Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
Summary: Oil markets await the upcoming OPEC decision with expectations for another production cut to bolster favourable conditions for oil markets. We also discuss the diverging performance across many commodities in November including coffee up 8% and US natural gas down 25% as the peak rate narrative sets in, with Ole S Hansen and Peter Garnry.
Listen to today’s podcast.
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