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Commodities Outlook Q2 2022: Russia, rates, and the reinforcement of our structural supercycle thesis
In the latest episode of the MUFG APAC Insights Podcast, Ehsan Khoman, Head of Emerging Markets Research for EMEA, and Matt Fennessy, Head of Global Market Sales for Global Subsidiary Banking, Asia, share their overall commodities thesis and why a bullish stance is recommended. They also discuss the prices of energy, metals and agriculture in the context of Russia-Ukraine war as well as the outlook for commodity prices moving forward.
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By MUFG Asia PacificIn the latest episode of the MUFG APAC Insights Podcast, Ehsan Khoman, Head of Emerging Markets Research for EMEA, and Matt Fennessy, Head of Global Market Sales for Global Subsidiary Banking, Asia, share their overall commodities thesis and why a bullish stance is recommended. They also discuss the prices of energy, metals and agriculture in the context of Russia-Ukraine war as well as the outlook for commodity prices moving forward.