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Andrés Montes García's avatar

Hello André. Talking about commodities, don't you see the situation with oil as clear as the one you saw in gold? Given the supply constraints and the Chinese end of Covid zero policy, I think that it would be really interesting to have a look at this commodity.

Thanks in advance, hope you are great😊

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The Quotedian - by NPB's avatar

Hola Andrés,

A good and important question. I will address this in more detail in Sunday's Quotedian, but in short, the chart has not given a signal yet. On the other hand, supply & demand factors are clearly tilted towards higher price over time.

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António Simões's avatar

Good morning all!

Would like to question Andre and is followers, if we believe we are in a bear market, what could be the size of this recovery?

Best!

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The Quotedian - by NPB's avatar

Thanks for the question, Antonio! With your permission, I will address it in Sunday's Quotedian. Hope you can still sleep despite the excitement! ;-)

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Andrés Montes García's avatar

I would be lying if I tell you how much upside the market will have. I guess it will depend on the outcome of the applied monetary policy

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