2023 Key Views: Commodities' Next Iteration
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Energy and metal supplies are becoming increasingly scarce. In such a market, we will re-establish our long commodity exposure via the COMT ETF after being stopped out with a -4% return this week. We remain long equity exposure to oil and gas producers, and metals miners via the XOP and XME ETFs, respectively. Our energy recommendations closed this year posted an average 18.4% gain.
Investigación BCA | FICC
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
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