Commodities and equities beating to different drums
While commodity and equity prices often move together when demand is in the driving seat, the wild swings in the prices of many commodities over the past month can generally be chalked up to a remarkable set of idiosyncratic supply factors. We expect commodity and equity prices to diverge through 2026 as the former fall and the latter rise.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.