Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
가입 December 2014
1.4K 팔로잉 중 221.3K 팬
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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