Turning up the rhetoric
NAB Morning Call
00:00
Commodities in a Slowdown?
When growth, global growth, is challenged, commodities don't turne to perform well. But at the same time, you have all these structural issues such as clean energy and movement away from that dependency from russia. So ad it plays to the view that even in a slow down that is suxpected, a commodity should perform relatively well. And hopefully, by the end of the year, we will see a bit o an ease of the hawkish rhetoric from the fed. Y. Liaben, more sentitintense of the outlook. If there's marke volatility and certainty, the ose struggles. In that case, i could be good.
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