CloudyMy base assumption is that the growing global scarcity in commodities is what is driving inflation. Fed and central bank rate hikes will not decrease inflation, rather higher interest rates will exacerbate it as shelter costs and borrowing costs go up.
So, I'm bullish on commodities yet I keep on reading these dire warnings about "blow-off tops" in equities markets later this summer. What do you think about the following link? If we do see a crash investors will be looking to put their money somewhere. SVE might be a great safe haven. https://www.zenger.news/2023/05/02/economist-henrik-zeberg-expects-history-to-repeat-itself-in-the-worst-stock-market-crash/