Goldman Sachs Sees Value in Oil-Linked FX, Credit

The video discusses the current state of emerging markets and commodities, highlighting that the demand for commodities is recovering faster than expected despite recent lockdowns. It explains that supply disruptions have not led to a bubble in the commodity market. The video also explores the potential of commodity-linked assets, such as sovereign credits and currencies like the Chilean peso and Russian ruble, which are expected to benefit from rising oil and copper prices.

What is the primary reason for the recent increases in commodity prices?

• Fundamentally driven demand

• Speculative trading

• Technological advancements

• Government interventions

Which commodity is mentioned as not being in bubble territory?

• Gold

• Copper

• Silver

• Natural Gas

What potential concerns are mentioned in the second section?

• Interest rate hikes

• Trade wars

• Fraud and new technologies

• Inflation

Which currencies are highlighted as having lagged but expected to rise?

• Indian Rupee and Brazilian Real

• Japanese Yen and British Pound

• Chilean Peso and Russian Ruble

• US Dollar and Euro

What are the predicted price targets for oil and copper?

• $80 a barrel and 11,000 mark

• $75 a barrel and 10,000 mark

• $60 a barrel and 9,000 mark

• $50 a barrel and 8,000 mark