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Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, predicts significant upside risk to commodities if the Fed cuts interest rates. He mentions that being short oil and commodities in a late-cycle expansion is risky. Currie believes commodities have more room to rally if interest rates are reduced, stating that the upside potential is significant.
Jeff Currie Says Commodities Set to Rally Further If Fed Cuts Carlyle’s Jeff Currie sees rate cuts supporting commodities ‘Upside here is significant,’ the ex-Goldman analyst says https://t.co/w07WPYAgZF
Commodities prices have more room to rally if the Fed cuts interest rates in coming months, Carlyle’s Jeff Currie says https://t.co/qkuVw9MDLY
“Being short oil and commodities in a late-cycle expansion is like being short natural gas in a blizzard,” Jeff Currie, Carlyle’s chief strategy officer of energy pathways, says during an interview with Alix Steel on Bloomberg Television https://t.co/PmOIvFWZBq https://t.co/Ciy6nk3MLm