{"id":12008,"date":"2021-04-13T10:12:05","date_gmt":"2021-04-13T14:12:05","guid":{"rendered":"https:\/\/www.comtechadvisory.com\/blog\/supercycle-talk-cools\/"},"modified":"2021-04-13T10:12:05","modified_gmt":"2021-04-13T14:12:05","slug":"supercycle-talk-cools","status":"publish","type":"post","link":"https:\/\/www.comtechadvisory.com\/blog\/supercycle-talk-cools\/","title":{"rendered":"Supercycle Talk Cools"},"content":{"rendered":"<div>\n<p>Back in early February, I penned an article about the growing calls of a commodities supercycle and my skepticism. \u201cI may well be wrong but I don\u2019t see an end to issues around China, Iran, and Syria to name a few. I do see continued geopolitical risks and issues causing friction in markets. I don\u2019t see the USD getting much weaker in the medium-term, I see oil markets awash with oil and I do expect some social push back to say the least once the general person in the street begins to understand climate policy and its impact on the pocketbook. The yellow jackets might be out in force in the future\u2026. So, I\u2019ll go with a bit of a short-term commodities boom for now and adjust my position as we fly,\u201d I wrote at the time.\u00a0 Now it seems, Bloomberg anyway is also growing skeptical saying \u201cMoney managers are trimming what had been the largest wager for rising commodity prices in at least a decade as stumbling economic reopening efforts force a reconsideration of the popular recovery trade. A recent bond rout raised worries over inflation and surging bulk shipping rates are seen capping any further upswing.\u201d The Bloomberg<a class=\"moretag\" target=\"_parent\" href=\"https:\/\/www.ctrmcenter.com\/blog\/supercycle-talk-cools\/\" rel=\"noopener\">&#8230; continue reading<\/a><\/p>\n<p>Continue reading <a rel=\"nofollow\" href=\"https:\/\/www.ctrmcenter.com\/blog\/supercycle-talk-cools\/\">Supercycle Talk Cools<\/a>. This article appeared first on <a rel=\"nofollow\" href=\"https:\/\/www.ctrmcenter.com\/\">CTRM Center<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~r\/CTRMCenterBlog\/~4\/1GbBwL_4JaA\" height=\"1\" width=\"1\" alt=\"\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Back in early February, I penned an article about the growing calls of a commodities supercycle and my skepticism. \u201cI may well be wrong but I don\u2019t see an end to issues around China, Iran, and Syria to name a few. I do see continued geopolitical risks and issues causing friction in markets. I don\u2019t see the USD getting much weaker in the medium-term, I see oil markets awash with oil and I do expect some social push back to say the least once the general person in the street begins to understand climate policy and its impact on the pocketbook. The yellow jackets might be out in force in the future\u2026. So, I\u2019ll go with a bit of a short-term commodities boom for now and adjust my position as we fly,\u201d I wrote at the time.\u00a0 Now it seems, Bloomberg anyway is also growing skeptical saying \u201cMoney managers are trimming what had been the largest wager for rising commodity prices in at least a decade as stumbling economic reopening efforts force a reconsideration of the popular recovery trade. A recent bond rout raised worries over inflation and surging bulk shipping rates are seen capping any further upswing.\u201d The Bloomberg&#8230;<a class=\"moretag\" target=\"_parent\" href=\"https:\/\/www.comtechadvisory.com\/blog\/supercycle-talk-cools\/\"> &#8230; continue reading<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Supercycle Talk Cools | Commodity Technology Advisory<\/title>\n<meta name=\"description\" content=\"Back in early February, I penned an article about the growing calls of a commodities supercycle and my skepticism. \u201cI may well be wrong but I don\u2019t see an\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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