Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn’t too careful, those might even lead to resurgent inflation. What’s happening in those and other commodities has shocked market observers. As has the most recent global macro data.
Eurodollar University’s conversation w/Steve Van Metre
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
Eurodollar University’s Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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https://event.webinarjam.com/channel/rates