2021 Lookahead, Part Three.
There have only been six commodity and inflation peaks in the past 227 years, according to Daniel Sullivan, Head of Global Natural Resources at Janus Henderson Investors.
He believes commodities are following the path of past commodity super-cycles pointing to a turn in commodities through the the 2020s.
John O’Connell and Zachary Curry discuss why they think broad-based inflation is not a threat, yet.
Related stories: U.S. Dollar in Multi-Year Decline? – 2021 Lookahead, Part Two