Daily BriefsMacro

Daily Brief Macro: Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities and more

In today’s briefing:

  • Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities


Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities

By Rikki Malik

  • We look at certain investor positioning in the commodity sector
  • A bear market rally in the USD is the biggest risk and opportunity.
  • We add some soft commodities to the inflation beneficiaries’ basket

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