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Strategy Report

Will Trump Be Bullish Or Bearish For Commodities?

by Roukaya Ibrahim, Chief Strategist  

President Trump’s victory has injected a dose of uncertainty into the outlook for commodity markets. Most notably, the new administration’s energy policies are likely to be part of the early agenda. Changes in US domestic and foreign policies will also impact the outlooks for gold and industrial metals.

In this Strategy Report we highlight the likely consequence of Trump’s election on the major commodities.

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BCA Research | Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

 

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