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JPMorgan expects another rally in commodities

While there were rapid increases in commodity prices due to the disruptions created by the epidemic in the supply chain and the effect of the Russia-Ukraine war, JPMorgan predicted that there would be another 10 percent increase on the commodity front.

JPMorgan expects another rally in commodities

According to JPMorgan Chase & Co., the commodity may continue to provide strong returns to its investor due to tightness in supply and stocks.

The institution predicted that the increases in prices may reach 10 percent during the summer season in the northern hemisphere, and may be around 5 percent towards the end of the year.

Publishing its mid-year outlook report, JPMorgan said it expects volatility in the commodity market to continue. Estimating that oil prices may rise to $150 in the short term, JPMorgan predicts that a record $13 level can be reached in corn.

Analysts, including Natasha Kaneva, said in the report, “The lack of stocks to provide an anchor has driven the market to respond to unplanned supply disruptions, such as escalating protests in Libya, worsening US crop conditions and active hurricane season in the Atlantic that could close refineries in the Gulf of Mexico. leaves it defenseless”.

The report, which gave a buying recommendation in all commodities due to the current conditions, pointed out that the volatility of the Bloomberg Commodity Index has more than doubled since the pre-pandemic period. In the report, "Contrary to the inflationary pressures experienced in food prices in previous periods, high prices alone will not be sufficient to solve the stock shortage in this situation, and this situation will be permanent in our opinion," the assessment was made.

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