Commodities rotation

Last Update: 09/05/2026

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.

Summary

One week evaluation (short term)

The overall score obtained by individual assets in the last week. This is a short-term indication

Base Metals
0.6000
Agriculture
0.5450
Energy
0.5000
Precious Metals
0.4700
Livestock
0.3000

Evaluation at 3 weeks (short term)

The 3-week average of the overall scores obtained by individual assets. This is a short-term indication but less volatile than the one-week figure

Energy
0.5467
Agriculture
0.5133
Base Metals
0.4800
Livestock
0.4283
Precious Metals
0.3167