commodities
Commentators are broadly bullish on gold and commodities as inflation, liquidity and potential stagflation support the complex 28. Views are more bearish on crude oil: Mike McGlone argues surplus supply, EV adoption and demand destruction point to a cyclical decline, while other speakers describe commodity capacity constraints and persistent energy pressure 39. Copper and miners attract upside interest tied to AI and infrastructure, but speakers also stress boom-bust dynamics and valuation risk 15.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bearish
Bearish
- MHMichael HowellBearish Expects commodity markets to peak and come off if bond markets rally, which he sees as a buying opportunity. “if the bond markets rally, what you're going to get is commodity markets will basically peak and come off” ▶ 37:40 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
1 bearish
Mentions
13 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Bohm 3 mentions
- Javier Blas 2 mentions
- Rory Johnston 2 mentions
- Josh Linville 2 mentions
- Iair Nadel 1 mention
- Lucio Arrocha 1 mention
- Vlad Novakovski 1 mention
- Jeffrey Currie ++ 1 mention
See what your own voices say about commodities, every morning.
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