Commodities – FMS Global Commodity
Commodities – FMS Global Commodity FMS investors have become less optimistic on commodities lately. Image: BofA Global Fund Manager Survey
Commodities – FMS Global Commodity FMS investors have become less optimistic on commodities lately. Image: BofA Global Fund Manager Survey
Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index Equity industry rotations are pricing in a soft landing. Image: Goldman Sachs Global Investment Research
Commodities – Global Manufacturing Output PMI vs. Bloomberg Commodity Index Will commodity prices decline in 2023 amid slowing global demand? Image: TS Lombard
Commodities – Performance of the S&P GSCI Across Supercycles Goldman Sachs expects the S&P Goldman Sachs Commodity Index to return 43% in 2023. Image: Goldman Sachs Global Investment Research
FMS Investors – Net % Say They Are Overweight Commodities Relative to Bonds FMS investors are most underweight commodities relative to bonds. Image: BofA Global Fund Manager Survey
Commodities – Bloomberg Commodity Index Will commodity prices continue to fall along with inflation? Image: The Daily Shot
Commodities and Baltic Dry Index The Baltic Dry Index continues to fall. Image: The Daily Shot
CRB Raw Industrials (Commodities) and Russell 2000 : Value vs. Growth Stocks Should investors expect value stocks to outperform growth stocks in a context of rising commodity prices? Image: Alpine Macro
Commodities – Commodity Index Total Return How long can the commodities bull market last? Image: BofA Global Investment Strategy
Commodities Breadth Tapering After a historic two years, should investors be bearish on commodities right now? Image: Topdown Charts