The sentiment swing is enormous in the commodities markets right now, says Carlyle's Jeff Currie

Jeff Currie, Carlyle chief strategy officer of energy pathways, joins 'Squawk Box' to discuss International Energy Agency's warning over the U.S.-led surge in global oil production, the state of the commodities markets, what to make of the wild swing in sentiment, and more.

[@user-de9bw8he6k]

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[@lazywallstreetnews7234]

So basically lower inflation means higher commodity prices because capital intensive industries become cheaper? Am I getting that right?

[@dapred00]

Not even close.

[@lazywallstreetnews7234]

@@dapred00 Then WTF are they even talking about? lol

[@stephenlight647]

This guy can’t get a tech or younger guy to set up a proper mike for him? He sounds like he’s speaking from inside an aluminum storage tank. That aside, I think the forecast for a surplus of oil by 2030 is incorrect. My thoughts are personally backed up by long stock positions in US producers.

[@investing7883]

Oil country will die if price collapse again

[@user-qs3sd2bv3u]

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[@user-su7dn9kn3s]

what about a trump administration and continued US producer support? may place a cap on oil prices when price reaches an economically attractive level.

[@paulgilliland2992]

Some of these guests sound like they are in a oil barrel. You’d think they’d get this sorted.

[@paulrobbo321]

He’s never called the price right ever