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Commodity supercycle

Listen to our Special Webinar where our CIO Angus Geddes with CEO Patrick Ganley discussed key macro and market events in the week.

Topics Being Discussed:

Rising commodity prices look structural with the complex potentially in the midst of a supercycle. This could frustrate the Fed and other central banks if rising input prices trigger a secondary wave of inflation. There is continued risk to the midyear rate cut narrative.

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