The inflation shock the world is trying to shake off due to central banks #qe has brought in a new bull market in commodities. As you can see in the chart below, since 1930’s, there have been 3 secular bull markets in the asset class. And we may be in the middle of the 4th. The renewed push may come from a fed pause in June, or from another set of #qe should the economy enters in a recession. The dollar weakness will play a key role in the continuation of this leg of the bull market.
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