We Hear Whispers of a Supercycle, but Is the Reflation Trade Capitulating?
It is too early to completely disregard the idea of an imminent commodity supercycle, but I don't see a repeat of the previous commodity boom. Here's why.
Fiscal stimulus and soaring expectations of inflation have led to whispers of an impending commodity supercycleIn early 2021, at least one prominent bank even proclaimed we are at the dawn of a new commodity boom because of "similar structural forces" to those that drove commodities in the 2000sBut I believe there are some obstacles to that premis...
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