Rabobank: The Impending Geopolitical G&O Bull/Bear Cycle
The outcome of the current US-China trade negotiations will be drastic and enduring. G&O commodity markets are not reflecting the high risk of extreme impacts of either ‘no-deal’ or ‘super-deal’. The G&O value chain needs to prepare for the next geopolitical bull/bear cycle.
Geopolitical decisions, more than global fundamental supply-and-demand dynamics, threaten to make or break the next G&O bull market. The trade war between the world’s largest producer (the US) and importer (China) of G&O upended global trade fundamentals and precipitated...
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