Commodity Report #20

It seems like everyone fears inflation. Is it time to go short commodities?

We saw another huge week for commodities. Only Industrial Metals showed weakness amidst the fear of a slowing economy and higher inflation, also called Stagflation. (seems more and more like that could be the case)

The highflyers of the week were, once again, Natural Gas as well as Cotton, both driven by not enough reserves and supply chain issues, as we…