Commodities and the business cycle

Commodities are very sensitive to economic growth. They are a reliable "real-time" indicator of the strength of the economy.

They were sinking last year in the midst of the recession and the financial crisis.

Commodities have been rising since March, responding to improving economic conditions as discussed in detail in our monthly report to subscribers The Global Business Cycle. They seem to be losing momentum but the trend is still definitely up.

To find out more about my in depth view of the markets and my strategy just visit our website https://www.peterdag.com/ where you can review The Peter Dag Portfolio. You can also call me at 1-800-833-2782 to discuss your specific money management needs.

I will be happy to speak to your investment group on how the business cycle impacts investment strategies and the choice of asset classes.

George Dagnino, PhD
Editor, since 1977