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The recent surge in oil and copper prices has some investors pondering a new commodities bull market.
Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of a new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favor more upside in commodities — and what that means for the rest of the global economy.
CHAPTERS
1 The Backdrop For Commodities 00:43
2 What Do Wider Crack Spreads Signal For The Energy Markets? 0:10:47
3 US And European Energy Policy 0:17:38
4 Natural Gas Market And Benchmark Spreads 0:27:37
5 Signs Of A Bull Market In Commodities? 0:38:38
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