MBCC TH 6th Mar'25 - "Where is the DXY headed? What is driving it and what does this mean for markets? Is it time to go long China now or Commodities?"

This is not like 2000+ when all Commodities did well, today the cycle and d/s are very different. We break down what Commodities will do well and what will not. How to be positioned, remember value is nothing in Commodity land.

Is the US about to enter a recession or we going back up here? We look at our forward indicators…