MBCC TH 13th Jun'24 - "What are forward ISM/PMI/Credit indicators telling you about US GDP? What physical Commodities are saying about demand?"

At a time when even the most bullish analysts are calling for $250/share on EPS for S&P 500 and 5400 price target, one wonders, what is there to play for today?

We break down what our forward cross asset indicators say about US GDP demand and where we feel the Fed is very behind!

Physical commodity markets never lie!