β οΈπ#inflation #world #commodity
prices of agricultural commodities = 10-year highs.
there is a significant divergence between agricultural commodity prices and other commodities, suggesting the potential for commodities prices to rise.
prices of agricultural commodities = 10-year highs.
there is a significant divergence between agricultural commodity prices and other commodities, suggesting the potential for commodities prices to rise.
π#commodity #stocks #us #macro
Π‘ommodities/SP500" ratio is at historically low levels
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Nasdaq 100 relative to commodity markets is at historically low levels (chart)
Π‘ommodities/SP500" ratio is at historically low levels
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Nasdaq 100 relative to commodity markets is at historically low levels (chart)
π#commodity #macro #cycles
MUFG: we are in the early stage of a commodities supercycle.
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BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
MUFG: we are in the early stage of a commodities supercycle.
ββββββββββ
BofA: historically, bullish trends in commodity markets last for years.
Goldman remains bullish on commodities, citing solid demand growth, expectations of a more structural shortage in industrial metals and gold, and a geopolitical risk premium in oil.
π#commodity #stocks #world
UBS: historically, commodities show similar risk/return properties as equities, but with sustained periods of strong out- and underperformance
UBS: historically, commodities show similar risk/return properties as equities, but with sustained periods of strong out- and underperformance