Darrell Fletcher - Insights From The Commodities Trading Desk: Oil, Diesel, Copper, Gold, Silver
In this Daily Editorial, Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the show to provide a comprehensive trading desk perspective on the macro drivers across the resource complex. With broad commodity indices sustaining multi-year highs, Darrell breaks down the distinction between paper price volatility and persistent physical market tightness, the structural headwinds facing base metals, and why commodities continue to show resilience in the face of ongoing central bank tightening.
Long-Term Commodity Supercycle Durability: Why multi-year index…
The skinny
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