Will FAANG 2.0 Hurt the Consumer?

This week Real Vision’s Jamie McDonald uses Refinitiv’s best-in-class data to look at a growing number of indicators that suggest a potential paradigm shift in commodity prices might already be impacting consumer behaviour. Applying the familiar “FAANG” moniker to commodities, we look at the dynamics of Fuels, Aerospace, Agriculture, Nuclear and Gold as “FAANG 2.0”. We highlight the potential implications for not only consumers but also investor portfolios.