The Perfect Environment For The Outperformance Of Commodities
The current macro environment, characterized by rising inflation, tightening labor supply, and looser fiscal policies, is seen as favorable for commodities to outperform financial assets. Experts suggest that inflation could exceed 4% by 2026, impacting metal prices and breakeven inflation. Concerns about a potential stock market bubble, particularly in AI, further support the case for hard assets. As commodities are expected to gain value in real terms, traders may need to adjust their perspectives on oil and other commodities.