Oil seems sustainable at $ 80. But why does every asset follow the Fed’s balance sheet?
Global Macro Investor and one of the top 3 global influencers on LinkedIn on Economics and Finance, Mumbai
He is a trend observer, Global Macro investor and blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, stocks, gold and derivatives. He reflects on global macro investment opportunities, economics, business and financial matters.
One of the largest Indian industrialists in supply chains
We need to take into account this new aspect of supply chains while investing
Every asset seems to follow the Fed’s track record
Fed’S Bostic: “I think the real estate market is not in a bubble, and that prices are rising due to supply and demand.
Prepare for higher prices for agricultural products, as the United States is the largest exporter of agricultural products to the rest of the world.
For the first time in the history of the US Drought Monitor, more than 90% of the West is in the grip of drought. And the region is facing an absolutely brutal heat wave that will only make matters worse.
Barring any unforeseen event, I would also expect rough to experience a lasting increase to $ 80 +
Energy Aspects joining the call: “So we’ve increased our 2022 Brent forecast to $ 84, with 2023–25 prices increased by $ 18 to average over $ 100. Prices start to cool from 2026, but remain above $ 80 until 2030. (Open Square Capitale)
China won’t be able to curb prices as demand for ROW increases