This week I was invited back on Macro Voices to discuss the outlook for commodities given the current macro backdrop of rising inflation and the prospect for tight market conditions as producers struggle to ramp up production to meet increased demand from infrastructure and green transformation projects. Including these, we take a closer look at developments that has driven most commodities higher in recent months and which will be the best inflation hedge for what lies ahead. Please note the interview was carried out on Tuesday, just before the hottest US inflation print in three decades sent both gold and the dollar higher.

Link to podcast here