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bullish

The Commodity Report #59

348 Views11 Jul 2022 05:44
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SUMMARY
  • The benchmark, CRB Commodity Index, ended the week 1,4% lower.
  • What bottoms usually first? Bonds! While we may be some weeks off the low in the treasury markets, I think it’s important to remember the typical cycle of asset classes.
  • Usually, treasuries bottom first, then follow stocks and at the end commodities. We saw the same cycle peaking in 2020 with bonds peaking first, followed by stocks and now commodities.
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  • The Commodity Report #59
    11 Jul 2022
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