After Watching Commodities Move Quietly Higher These 3 ETFs Are Up Over 32 Percent and Belong in Every Inflation Hedged Portfolio

Commodities have compounded quietly over the past year while equity markets focused on AI capex and Fed cut expectations. The piece highlights relative underappreciation of commodity strength rather than a specific catalyst, so the near-term market impact is limited.

Analysis

Commodities have compounded quietly over the past year while equity markets focused on AI capex and Fed cut expectations. The piece highlights relative underappreciation of commodity strength rather than a specific catalyst, so the near-term market impact is limited.