Hard Gone Soft
Recent Commodity Pullback - Declining Growth Metrics
It’s no secret that commodities have been on an absolute tear.
I guess that's what happens when global supply chains shutter, consumption patterns have wild swings, war is launched, and deglobalization shifts inventory levels from “just in time” to “just in case.”
But now we’re seeing a pullback. Not only in growth rates but also in equity and futures con…