Podcast: Examining the commodities rally
About the author:
- Author name:
- By Tom Sartor
- Job title:
- Senior Analyst
- Date posted:
- 11 January 2021, 3:40 PM
- Sectors Covered:
- Junior (Emerging) Resources, Bulk Materials
There have been some amazing price moves and some fascinating developments in the markets for both physical commodities and for commodity-facing equities in the last few weeks.
Some of it feels a little like 2005 or 2006, however the key drivers are very different now (abundant liquidity/stimulus, USD flight, China) compared to what they were then (China, synchronous growth, supply crunch).
I discuss the key points to consider in my podcast below.
Listen now
Find out more
Morgans clients can login to access further research by browsing our latest research section.
Browse latest research
Contact us
If you would like access or more information, please contact your adviser or nearest Morgans office.
Request a call
Find local branch
Need access to our research?
You are also welcome to start a two-week trial of our online platform, which provides access to detailed market analysis and insights, provided by our award-winning research team.
Create trial account
Disclaimer: Analyst may own stocks. The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.
-
Print this page
-
Copy Link