Prestige Economics' Schenker on Markets and Investment Strategies

The video discusses the current state of the commodities market, highlighting strong global demand and potential supply constraints. It explores economic risks, including stagflation in the eurozone, and the impact of geopolitical tensions on currencies like the US dollar and the ruble. The discussion also covers the effects of sanctions on energy prices, particularly oil and natural gas, and the potential impact on soft commodities due to the conflict in Ukraine.

What are the implications of high inflation in the context of strong economic growth?

How could sanctions on energy affect oil and gas prices in Europe?

What role does natural gas play in Europe's energy strategy?