Surveillance: Commodities Surge With Currie
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 February 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Brian Deese, National Economic Council Director, says inflation is a risk that bears watching. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says boom conditions could continue. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says this coronavirus is not an eradicable disease.
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| 1:27.0 | This is the interview of the day, folks, on what we're all witnessing |
| 1:31.0 | which is across the board commodities lift. |
| 1:34.0 | Jeffrey DeGraf of Renaissance email me yesterday and said, |
| 1:37.0 | hey, stupid, look at the softs and I did that. |
| 1:40.0 | I looked at wheat, corn and deGraf is right there up as well. |
| 1:44.0 | Nobody's nailed this like Jeffrey Curry. He's a Goldman Sachs |
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