Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
I've said it before and I'll say it again: You are going to have to pry Goldman's bullish commodities thesis from their cold, dead hands.
Just to recap, commodities are having a rough go of it lately and it's not difficult to explain why. Here are some sore spots:
Crude is collapsing
There are persistent concerns about demand in an environment where the incoming data continues to suggest that 2017's "synchronous global growth" narrative has morphed into a story about a "synchronized g
Thanks for this post on commodity market.