The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Head of Commodity Strategy
Summary: Trump's trade war and the strong dollar weighed heavily on many commodities in 2018 but these factors also sparked a rush into safe havens, causing gold to shine.