高盛：mmodity Views_ The 5D Bull Market
Counterpoint Research·2024-06-01 16:01
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 29 May 2024 | 7:00PM EDT Commodity Views The 5D Bull Market n We remain selectively bullish commodities because 1) demand growth remains Daan Struyven +1(212)357-4172 | solid, 2) we see more structural upside in industrial metals and gold, and 3) oil’s daan.struyven@gs.com Goldman Sachs & Co. LLC geopolitical risk premium has shrunk. We expect commodity total returns to rise Samantha Dart from 13% YTD to 18% by year-end. +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. ...