Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy, financial flows, and a chronic underinvestment in supply (due to the prior low price regime, environmental policies and geopolitical headwinds) appear to be boosting energy prices. Oil and natural gas prices surged to multi-year highs and coal to record highs over…
J.P. Morgan: Stagflation Unlikely; Buy The Dip
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“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
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