Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
Joined December 2014
1.4K Following 221.3K Followers
The monthly chart shows that we remain in a secular bull market for commodities. This suggests that consumer inflation will remain sticky for some time, with the cost of capital to follow.
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