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Hey {{ first name | Market Timer }}!
Several months ago, I posted a few analyses of inflation cycles.
Inflation is clearly seen in commodities. The Bloomberg Commodity Index just hit 142, its highest level since February 2013.
The index, which tracks 25 major futures contracts across energy, metals, and agriculture, is now up +28% year-to-date and has surpassed its 2022 energy-crisis peak.
Energy makes up the largest share (39%), followed by agriculture (27%).
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