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Commodity Prices

Apr 06 2018

The Commodity Stock Disconnect

  • Apr 6, 2018

We’ve chronicled the ever-expanding gap between commodity prices and commodity-oriented equities.  Don’t expect a rebound in one based on the strength of the other. There’s no clear historical tendency for the weaker asset to catch up.

Jun 07 2016

Time For Materials?

  • Jun 7, 2016

The Leuthold Materials sector jumped five spots to #3 in the June Group Selection (GS) rankings, its highest ranking in eight years and the first reading outside of the bottom four in almost four years.

Nov 07 2013

Five Reasons Inflation Is Still Missing

  • Nov 7, 2013

Overall demand slack, stubbornly low velocity of money, an overall stronger dollar, painfully low labor cost inflation and weakness in commodity prices are strong disinflationary forces.

Jun 07 2013

Commodities: Still Worried About Supply

  • Jun 7, 2013

Commodity producers seem to believe that last decade’s commodity boom is set to repeat. This belief itself probably ensures that it won’t.

Apr 04 2012

Evidence of Near Term Commodity Inflation Building

  • Apr 4, 2012

A month and a half ago we became concerned with rising commodity prices, which has been especially obvious over one and three month time horizons. Those trends continued in March, with several of the commodity indices now showing double digit price increases from three months ago.