It's Beginning to Look a Lot Like Another Commodity "Super Cycle"

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 21 January 2022

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

The commodity “super cycle” chorus will only get louder with crude oil touching eight-year highs, nickel reaching levels not seen in a decade, and even gold looking like a compelling trade right now. Mixed U.S. economic data probably won’t alter the Federal Reserve’s plans to tighten monetary policy. But China’s central bank is clearly in easing mode. Combined with constrained supply across the complex, and that’s fuel enough for commodities firmly linked to the Middle Kingdom’s economy. Tony Greer talks with Maggie Lake about what’s happening with commodities amid a murky global outlook, and joins the conversation to discuss the impact of recent moves by the People’s Bank of China. Questions for Tony? Drop them right here on the Exchange: https://rvtv.io/33VU4CE Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Sometimes running a business can feel like swimming upstream in Siberia.
0:05.0	Welcome.
0:06.0	With a bear clinging onto your leg.
0:08.0	But zero online accounting software can help you manage the ins and outs of your finances in real time.
0:14.0	So you can keep them running smoothly.
0:17.0	Soon it will feel more like you're going down a water slide.
0:19.0	Your turn.
0:20.0	In a rubber ring.
0:21.0	Or being serenaded by a string quartet.
0:26.0	Search zero with an X.
0:28.0	That goes healthy business is beautiful.
0:35.0	Hello and welcome to the real vision.
0:37.0	Daily briefing.
0:38.0	It's Thursday, January 20th, 2022.
0:40.0	I'm Maggie Lake here with Tony Greer editor of the morning navigator newsletter.
0:45.0	Hi, Tony.
0:46.0	How are you?
0:47.0	Maggie, how are you doing today?
0:48.0	I'm doing okay.
0:49.0	But the market's not.
0:51.0	We really saw stocks kind of deteriorate here at the end of the day after what was looking like.
0:57.0	A rebound or at least some stability in US equities.
	...

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