Goldman: “Lack Of Hard Evidence” Aside, Long Oil, Copper Reco Still A Good Idea

Goldman: “Lack Of Hard Evidence” Aside, Long Oil, Copper Reco Still A Good Idea

Time stamp it. Sure, it may seem like a deflationary bombshell has been dropped on markets over the past two weeks or so, but as Goldman reminds us, "there's reflation and then there's reflation." Consider the following from a note out late last night that essentially conveys the following simple message: "f*ck reality." Via Goldman Despite concerns over a more hawkish US Fed in response to robust US economic data, the lack of a sell-off in the service reflation trade suggests that the we
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