Commodity Outlook: More catching up to do

Commodities have more catching up to do to regain the lost ground between them and other assets in the last three months. The prospect of short-covering rallies could help commodities meet that goal through technicals. Rate cuts and upside surprises from China may also help. While trade policies are a potential worry, implementation could come way after rate cuts have already boosted cyclical assets.

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Historical performance is not an indication of future results and any investments may go down in value.

 

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