EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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This isn’t demand destruction, it’s demand construction!

Aitken Advisors

The transitory inflation crew want you to believe demand destruction will soon restore commodity prices to normal levels, yet every so-called government solution involves subsidising demand! James Aitken reiterates how the largest commodities demand construction event is the climate transition currently underway. In fact, as important as the recent repricing of bonds has been, commodities are the world’s new risk-free curve, and everything is priced off them. Recommended related trades include LONG AUD, which will benefit as the world turns to Australia as a trusted commodity supplier, and staying LONG BP and Hess Corporation.

Edition: 132

- 01 April, 2022