- The dramatic move in commodities could be due to portfolio rebalancing at the end of the month, or it could be signaling that the recovery is running out of steam.
- Countries are doing QE to manipulate their currencies and get inflation, but their attempts to reflate their economies are instead resulting in inflated asset prices.
- U.S. equities are carrying out a bullish narrative of recovery as compared to poorer equity performance outside of the U.S.
For further details see:
Real Vision Talks Commodities, Inflation, And U.S. Equity Outperformance With Roger Hirst