To our surprise, the US economy has not entered a recession over the past two years. This is not because a recession has been avoided altogether but because the current economic cycle has been ...

Historically, lows in the ratio of commodities to equities have corresponded with the beginning of new commodity supercycles. A commodity supercycle occurs when prices of commodities rise above their ...

Copper’s 40% surge in 2025 sets the stage for a catch-up rally in 2026, driven by a weak U.S. dollar, structural supply ...

Bloomberg announced the 2026 target weights and composition for the Bloomberg Commodity Index (“BCOM”). Launched in 1998, with historical information dating back to 1960, BCOM is a widely tracked ...