Expect Brent at $85 in Six Months, Says UBS' Gordon

The video discusses the current state of the US stock market and its impact on commodities, particularly in the context of trade wars. It highlights the challenges faced by commodities like soybeans and copper due to high crop yields and trade disagreements. The discussion then shifts to the oil market, emphasizing the tightening supply and potential price increases due to geopolitical tensions. The video concludes with an analysis of supply constraints and future oil price predictions, considering factors like Saudi Arabia's production limits and geopolitical risks.

What geopolitical tensions could push oil prices above $100 a barrel?

What role does the US economy play in the commodities market?