Goldman Head Trader Asks 'Is The Commodity Bull Market Over?'

and other key questions for 2024

Good observations and asks the right questions. One of their best. Questions asked and answered:

1. Is there a revision to the structural bull call on commodities? 

   1. on Energy, Products, Copper. No Gold/Silver mentioned

2. Bigger picture, what’s the bull case for US equities in 2024?

3. US inflation: was it, in fact, transitory all along? 

4. How big a role will AI play in the market?

5. Related ... will the theme of “globalization in reverse” continue? 

and more excerpts