Strategy Report
Commodities Could Be Hit Hard By Fed Rate Hikes
If the Fed convinces markets it is on track to lift rates this year and a couple of times next year, we expect a 10% appreciation of the USD over the next 12 months. This would be extremely bearish for commodities.
BCA Research | Commodity & Energy Strategy
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.