Higher Rates Increase The Cost Of Carrying Commodity Inventories

September 6, 2016

The Fed told us that an interest rate hike is ‘imminent’ two weeks ago and last Friday’s employment report was a non-event higher interest rates are bullish for the dollar and a double-bearish whammy for commodities prices. In my latest piece for Seeking Alpha, I explain why higher rates are bearish for raw material prices but how there are so many other factors that determine the path of least resistance for these staple assets.

Article: Higher Rates Increase The Cost Of Carrying Commodity Inventories

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