#commodities #investing #stockmarket
Let’s look at all the high level information of what is driving this commodity bull market and what is coming.
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Commodity Super Cycle and Inflation That is Coming
In recent times, the world has seen a surge in demand for commodities, which has led to a significant increase in their prices. This phenomenon is referred to as the commodity super cycle, which is a long-term trend of rising commodity prices that typically lasts for a decade or more. The current super cycle is driven by a range of factors, including the rapid growth of developing economies, supply chain disruptions caused by the COVID-19 pandemic, and the growing shift towards renewable energy.
At the same time, many analysts have raised concerns about inflation, which refers to the sustained increase in the general price level of goods and services in an economy. Inflation occurs when there is an excess of demand for goods and services, which causes their prices to rise. The combination of the commodity super cycle and inflation could have significant implications for the global economy.
One of the main drivers of the commodity super cycle is the strong demand for commodities from China. As the world’s largest consumer of many commodities, China’s economic growth has a significant impact on global commodity markets. The country’s infrastructure spending and industrial growth have driven up demand for commodities like steel, copper, and aluminum. Additionally, the COVID-19 pandemic has caused significant disruptions to global supply chains, leading to shortages of key commodities like semiconductors and industrial metals.
Another factor driving the commodity super cycle is the growing demand for renewable energy. Many countries are investing heavily in renewable energy to combat climate change, which has led to an increase in the production of commodities like solar panels and electric vehicle batteries. This has created a surge in demand for metals like lithium, cobalt, and nickel, which are essential components of these products.
The commodity super cycle could have significant implications for inflation. As commodity prices rise, the cost of goods and services that rely on these commodities will also increase. This includes everything from food and energy to construction materials and consumer electronics. This rise in the cost of goods could lead to inflation, as consumers and businesses will need to pay more for the products they need.
As inflation rises, central banks may be forced to raise interest rates to control it. This could have a significant impact on the global economy, as higher interest rates can slow down economic growth and reduce investment. Additionally, higher interest rates can increase the value of currencies, which could lead to a decrease in demand for commodities and a fall in their prices.
In conclusion, the commodity super cycle and the inflation that is coming could have significant implications for the global economy. While the super cycle is driven by factors like the growth of developing economies and the shift towards renewable energy, inflation could result from rising commodity prices. As central banks seek to control inflation, they may need to raise interest rates, which could have a substantial impact on economic growth and investment. As such, policymakers will need to carefully monitor the trends and take the necessary action to minimize the impact on the global economy.
It's all Connected and tied together
Are you the jungleman? Just found out about your channel.
Thanks Andy
Well done sir
Masterclass
But demographics are nothing like the 70s.
What commodity is needed the most, by dollar, to build a house?
Simple answer, most will get it wrong. Answer tomorrow morning right here.
Millennials are the brokest generation in American history and of course that will be ignored in this video – boomers were born a the best time arguably in American History.
This at some point must come into this paradigm. If he think money strapped millennials will carry America via housing like the boomers did is outrageous. Even the state in which Andy lives , Colorado, has a Net Loss in migration due to money strapped people. Demographics is a solid indicator but when you focus so much on MACROECONOMICS, you miss everything else in between. Income , savings , globalization and the effect within local American Economies, generational wealth and the relations within his demographics, and last but not least – household debt .
Stop comparing the boom years to today – it will always lead you astray ~ Daniyoyo
Thoughts on URG warrants?
Andy, thank you for the video. Sometimes your charts don't show the last couple of years. It would be nice to hear your thoughts on that.
Makes a lot of sense. But not Dollars yet.This will Turn.
Good job, thanks
Yeah Harry Dent says it's down to demographics and boomers.
Great content, thx Andy ✌️
Some of your slides you can't see all the way. 19:25, 24:44. I think you might have just not adjusted them right when you did the slideshow perhaps.