Zhejiang Merchants Futures Chief Strategist and General Manager of Investment Consulting Department Xu Tao: The biggest risk point in the commodity market next year is the U.S. stock market, but a "big pit" is a better buying opportunity

On December 20th, at the "Alpha Summit" co-hosted by Wall Street Insights and the China Europe International Business School, Xu Tao, Chief Strategist and General Manager of the Investment Consulting Department at Zhejiang Merchants Futures, stated that the biggest risk in the commodity market next year may not come from the supply and demand of the commodities themselves, but from the U.S. market. The increasing political polarization in the U.S. is leading to resource outflows, AI investments are crowding out traditional industries, and the Federal Reserve's loose monetary policy is creating asset bubbles. Once there is significant volatility in the U.S. stock market, commodities will also adjust significantly. However, this stage often presents opportunities; if there is a "big pit," it may be a good buying opportunity