Carlsquare weekly market letter: Commodities on the move again
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2024-03-27 08:20:00
There is an ongoing shift in investor interest as equities appear to be taking a breather, but commodities are back in the game. This is usually of little interest to equity traders but be aware that it could create a new wave of inflation in the market. That would be bad news for equities.
We are still positive about 2024 because it is a global election year and the incumbent government tends to spend money to be voted in to stay in power. But it is always good to be at the exit door when something dirty hits the fan.