How Super is the Commodity Cycle?
By Daniel Jerrett, Ph.D., Chief Investment Officer, Stategy Capital LP and Member of the JPMCC’s Advisory Council
The reemergence of the commodity super-cycle discussion has important implications for the global economy and capital markets. Mineral producers, policymakers, and investment managers are all trying to better understand commodity prices to make more informed, long-term decisions. The author proposes a statistical methodology that could help support this decision-making process and provide a framework to discuss super cycles in commodities as well as other macroeconomic and financial questions.Read Article