Mike McGlone on the State of the Commodity Sector and Impacts of a Potential Recession
Trevor interviews Mike McGlone, a Senior Commodity Strategist at Bloomberg Intelligence, to discuss the current state of the commodity sector within global markets. They cover topics such as the seasonality of volatility, deflationary forces in the commodities complex, the relationship between gold and the Bloomberg commodity index, the trajectory of the US bond yields, the potential for a downward move in the dollar, and the outlook for the stock market. McGlone emphasizes the global deflationary recession and the need for a significant event to spur a meaningful rotation from equities to…
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