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2 clusters · 7 sources · 1 days · First seen 15 days ago · Last updated 15 days ago

Global commodity market bull cycle projections

Overview

Financial institutions and analysts are identifying the emergence of a long-term, structural bull cycle or supercycle in global commodity markets. Analysts from firms including UBS, JPMorgan, Goldman Sachs, HSBC, and Barclays suggest that physical deficits across various segments could drive rapid price increases.

Key drivers for this upward trend include electrification, artificial intelligence infrastructure investments, rising electricity demand, and supply constraints resulting from years of insufficient investment. Historical data indicates that commodities are currently priced at historically low levels relative to US equities, with the ratio between the S&P GSCI and the S&P 500 approaching its lowest point in over five decades.

Strategists suggest commodities may serve as vital tools for portfolio protection against high inflation. Specific outlooks include a positive 12-month view on gold, supported by easing US inflation concerns and central bank demand, while noting that tensions between the US and Iran remain a critical risk factor for energy sector volatility.

Entities

UBS · Wall Street · S&P 500 · S&P GSCI · Jefferies

Claims

What the coverage asserts, and how many sources carry each claim.

[○ 1 SOURCE] Commodities are historically cheap relative to US equities. comparic.pl
[○ 1 SOURCE] The ratio between the S&P GSCI and S&P 500 is near its lowest level in over fifty years. comparic.pl
[○ 1 SOURCE] UBS strategist Sagar Khandelwal advised clients to position for an upcoming commodity growth cycle. comparic.pl
[○ 1 SOURCE] Physical deficits are emerging in several commodity market segments. comparic.pl

Timeline

15 days ago

[BUSINESS] 5 sources
Wall Street analysts signal potential commodity supercycle
Wall Street analysts from firms like UBS and Jefferies suggest a commodity supercycle may be approaching due to physical deficits and historically low commodity prices relative to US equities.
15 days ago

[BUSINESS] 2 sources
UBS forecasts long-term bull cycle in global commodity markets
UBS predicts a long-term structural bull market for commodities, driven by AI infrastructure, electrification, and supply constraints, while maintaining a positive 12-month outlook for gold.

Sources

300gospodarka.pl · borsagundem.com · chemistry.utoronto.ca · cnbce.com · comparic.pl · cryps.pl · parkiet.com