From Pragmatic Capitalism:

Goldman has been very bullish on commodities since the beginning of the year and their current outlook is little changed. In fact, they see the recent sell-off in commodities as an opportunity for investors to jump back in. They see markets ignoring strong fundamental data:

“The contrast between increasingly supportive macro fundamentals against escalating policy concerns has perhaps never been as glaring as in the past several days and weeks. Despite a series of remarkably positive global macro data points..."

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