Tag Archives: commodity

A new commodity ‘supercycle’ has started, according to Marko Kolanovic, the highly regarded quantitative analyst at JPMorgan. The commodity upswing, and oil CL.1, -0.24% move in particular, has started, and will be driven by the post-pandemic recovery, ultraloose monetary and fiscal policies, a weak dollar DXY, -0.04%, stronger inflation, as …

A benchmark commodities index lost about 20% in the first half of 2020, with the energy sector leading the decline as the coronavirus pandemic ravaged demand for petroleum. Uranium, though, stands out as a resilient performer that’s likely to continue to do well in the second half of the year. …