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Lombard Odier Investment Managers

2024 Top 500 Ranking: 280

In this late-cycle phase, how high could commodity prices fly?

In this late-cycle phase, how high could commodity prices fly?

We are probably at the end of an economic cycle. Several quarters before some form of ’landing’, a number of market mechanisms typically activate, including the relative outperformance of emerging-market assets, a rise in long-term interest rates and an increase in commodity prices. In this weekly instalment of Simply put, ...

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