MBCC TH 15th Aug'24 - "It is not the cut per se but the timing of the cut in the cycle that matters more, all eyes on Fed and Jackson Hole!"

The only question in town….are we in a recession or not?

The answer to this will determine your asset allocation and stock selection over the next few months..

So..what do our physical commodity market indicators tell us vs. whats priced in today at these levels and what is expected?