Commodities – FMS Global Commodity
Commodities – FMS Global Commodity FMS investors have become more optimistic on commodities in April, contributing to a record monthly increase in commodities allocation. Image: BofA Global Fund Manager Survey
Commodities – FMS Global Commodity FMS investors have become more optimistic on commodities in April, contributing to a record monthly increase in commodities allocation. Image: BofA Global Fund Manager Survey
Commodities – Commodity Prices In a non-recessionary environment, lower U.S. interest rates can lead to an increase in commodity prices, particularly metals, gold, and brent crude oil. 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
U.S. Government Bond vs. Commodity Returns Will commodities continue to outperform government bonds? Image: BofA Global Investment Strategy
Commodities – Bloomberg Commodity Index Will commodity prices continue to fall along with inflation? Image: The Daily Shot
Estimated Impact of Commodity Prices on YoY Core PCE Inflation Goldman Sachs forecasts U.S. core PCE inflation of 4.2% in December 2022. Image: Goldman Sachs Global Investment Research
Commodities – Commodity Prices Is the spike in commodity prices a long-term secular bull market? Image: Alpine Macro
CRB Commodity Prices and DXY Dollar Index Historically, there is an inverse relationship between commodity prices and the U.S. dollar. Image: Alpine Macro
Commodities – Commodity Price Shock, Percent of Consumer Spending The commodity price shock on consumers is not yet at the level of the 1970s. Image: Goldman Sachs Global Investment Research
Commodities – Commodity Backwardation Rate Current commodity spot prices are higher than futures prices due to tight supply and strong demand. Image: J.P. Morgan Asset Management
Commodities – Commodity Index Recoveries Through Every Business Cycle This is the quickest recovery in commodities since 1914. Image: Deutsche Bank