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 are the implications of supply disruptions on the commodity landscape?

What are the expected price movements for copper in the next six months?