A new commodity ‘supercycle’ has started, according to Marko Kolanovic, the highly regarded quantitative analyst at JPMorgan. The commodity upswing, and oil CL.1, -0.24% move in particular, has started, and will be driven by the post-pandemic recovery, ultraloose monetary and fiscal policies, a weak dollar DXY, -0.04%, stronger inflation, as …
Read More »The Tell: The fifth commodity supercycle has started, says highly-regarded JPMorgan strategist
