Commodities rotation

Commodity trends are closely linked to global economic trends. A sharp rise in commodity prices may signal an overheating of the economy, a period of high inflation and a subsequent change in international monetary policy. Furthermore, intermarket analysis reminds us that some commodities are more sensitive to the initial stages of growth, while prices of other commodities tend to rise sharply when the expansion phase is coming to an end. The preference for certain commodities may indicate a prudent or defensive attitude of investors. Our analysis on commodities rotation tries to identify which commodities are well positioned in the market and which trends are taking place.