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What’s Driving the Rally in Commodities?

VanEck
What’s Driving the Rally in Commodities?

When you think about where we are in the commodity cycle right now, we have a situation where we have global growth improving, we have a dollar that’s been weakening recently, and we have supply dynamics in the commodity markets which are back in balance. As this global economy continues its momentum and its growth, we’re starting to get to the point where we’re consuming more commodities than we’re producing, and that are available to the marketplace.