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Strategy Report

Shifting Commodity Relationships

by Roukaya Ibrahim, Chief Commodity Strategist  

Investors often rely on past relationships to predict future outcomes. This strategy is at risk now that several commodity correlations have broken down. We explore the causes and sustainability of the new commodity relationships.

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BCA Research | Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

 

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