Andrew Kenningham, our Chief Global Economist, discusses the following:
- The outlook for the US and euro-zone.
- Implications of monetary policy tightening.
- Prospects for China and other emerging economies.
- What are the key risks?
Caroline Bain, our Chief Commodities Economist, discusses the following:
- Will the slowdown in China cause a major disruption?
- What are the implications for metals markets?
- Or do the risks - particularly for the price of gold - lie with US monetary policy?
Simona Gambarini, our Commodities Economist, discusses the following:
- Have we got too excited about electric vehicles?
- Which metals are likely to benefit?
- What other factors could be more important?
- Conclusions & summary of key forecasts.
Thomas Pugh, our Commodities Economist, discusses the following:
- Can the recent upturn in demand growth be sustained?
- Will OPEC compliance slip and can US production continue to surge?
- What is the outlook for oil prices?
- What are the key geopolitical risks?
The prices of industrial metals, energy and gold surged in the final months of 2017 and investor optimism was at a high at the start of this year. At our Commodities Forecast Forum, “Commodities in 2018: Will the party continue?”, we discuss whether the rally in commodities prices has further to run given our outlook for global growth and monetary policy, whether electric vehicles can be a game-changer for industrial metals and whether the oil market is likely to fall into deficit this year. Finally, we consider the potential risks to our forecasts.
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