Prestige Economics' Schenker on Commodities

The video discusses the differences in natural gas markets between the US and Europe, highlighting supply issues and geopolitical tensions. It examines the impact of COVID-19 and the Omicron variant on energy and financial markets, predicting a strong economic outlook for the US and globally. The challenges of EV materials supply and the clean tech revolution are explored, alongside monetary policy divergences and market risks. Upcoming economic data and potential market reactions are also analyzed.

What are the main differences between natural gas prices in the US and Europe according to the text?

How has the situation with COVID-19 and the Omicron variant affected crude oil prices?

What is the expected impact of inflation on the bond market and equity markets?

What challenges are associated with the Clean Tech revolution as mentioned in the text?

How might emerging market credit spreads be affected by changes in monetary policy?

What factors could influence the bond market in the upcoming weeks?

What role does automation play in addressing supply chain issues as discussed in the text?