Search Results for: commodities

Commodities Relative to the S&P 500 The S&P 500 has clearly outperformed commodities, which appear oversold. Image: BCA Research

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