First thing is the action of the commodity stocks - they LEAD
commodities. Next improvements in supply chains. Last
demand destruction fully underway with LT rates moving up rapidly -
just look at housing and home stores. One wild card is the
ongoing war and FOMC.
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First thing is the action
Never fails...
Posted by steve on 22nd of Apr 2022 at 08:58 am
First thing is the action of the commodity stocks - they LEAD commodities. Next improvements in supply chains. Last demand destruction fully underway with LT rates moving up rapidly - just look at housing and home stores. One wild card is the ongoing war and FOMC.