With real yields continuing to fall, we like the macro backdrop that should benefit commodities.
On an annual basis relative to equities, both commodities and long-term Treasuries are testing their secular lows from 1999.
On both monthly and weekly time horizons, commodities and those markets greatly influenced by their respective performance trends, have completed staggered cycle lows and moved materially higher - as inflation expectations have firmed.
For long-term Treasuries and commodities, we believe the second stage higher for these moves is imminent.
For more information - see Here.
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