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リサーチ | Commodity & Energy Strategy
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
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