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bearish
Fund Managers Reduce Commodities Again
SUMMARY
- Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
- Compared to the long-term z-score, fund managers are now heavily under-positioned in energy but close to neutral positioned in broad commodities.
- In a recent note, Goldman Sachs explained their views about commodities if inflation would re-accelerate again - or in detail beat the market estimates and lead to an inflation upside surprise.
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