James Okafor

Commodities & Real Assets Analyst · MarketSchema

James Okafor brings a supply-side discipline to macro analysis. While most cross-asset strategists anchor to financial markets, James starts with physical constraints — energy infrastructure, mining cycles, agricultural seasons — and traces their financial implications upward. His work on commodity regimes and real estate cycles has helped readers understand inflation dynamics from the ground up rather than the top down. He writes with the conviction that the real economy is the signal; financial markets are the echo.