Commodity supercycle

4 April 2024

Listen to our Special Webinar where our CIO Angus Geddes with CEO Patrick Ganley discussed key macro and market events in the week.

Topics Being Discussed:

Rising commodity prices look structural with the complex potentially in the midst of a supercycle. This could frustrate the Fed and other central banks if rising input prices trigger a secondary wave of inflation. There is continued risk to the midyear rate cut narrative.