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Tactical Tuesday: Why Rising Commodity Prices Historically Drive Energy and Materials Sector Outperformance — and Why the Pattern Keeps Repeating

Analysis, Tactical Tuesday / / , ,

December 9, 2025 Every market cycle has its rhythms, but few relationships are as reliable—and as frequently misunderstood—as the link between rising commodity prices and outperformance in the Energy and Materials sectors. Investors tend to treat commodities as macro noise or inflation signals, yet for the companies that extract, process, or transport those raw inputs, […]

Tactical Tuesday: Why Rising Commodity Prices Historically Drive Energy and Materials Sector Outperformance — and Why the Pattern Keeps Repeating Read More »

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Thematic Thursday: Why No Bid for Commodities? 

Analysis, Thematic Thursday / / , ,

October 2, 2025 In 2025, commodity prices have remained subdued despite persistent inflation concerns (chart below), a divergence rooted in slowing global demand, resilient supply, and shifting inflation dynamics. The World Bank projects that aggregate commodity prices will decline by roughly 12% in 2025, followed by another 5% drop in 2026. This weakness is especially

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