- Goldman Sachs came out with a bullish report to investors last week predicting a surge in the price of commodities over the 2021-2025 period.
- Goldman see the stock market pullback in the face of rising anxiety over the spread of the COVID-19 pandemic as a temporary setback that will likely wane as the year draws to a close.
- Goldman's analysis of supply fundamentals and probable demand appears to be broadly accepted. However, views are mixed about when our decade-long low-inflation environment will end.
For further details see:
Goldman Sachs Bullish For Commodities In 2021