Risk Assets, Yen's Prospects, Commodities: 3-Minute MLIV

The transcript discusses market concerns, focusing on growth and inflation, and analyzes the short-term rally in risk assets. It highlights the potential of the yen as a haven amid risk aversion and growth concerns. The impact of geopolitical risks on commodities, particularly in the context of the EU's potential ban on Russian oil, is also explored.

What role does geopolitics play in the commodities market as mentioned in the text?

What is the speaker's outlook on the future of commodities over the next couple of months?