Commodities Are Exploding, Two HUGE Trends
Wednesday, Feb 11, 2026

Commodities Are Exploding, Two HUGE Trends


Commodities Are Exploding, Two HUGE Trends


January is flashing two big signals: a shift back to a demand-side model AND an inflationary trend showing up in a steepening curve, Japanese bonds, and breakevens breaking out. The result? Industrial metals and commodities “exploding,” plus the stuff that got left for dead last year—consumer staples and defensive stocks—suddenly ripping higher. The bigger point: this looks like a multi-year rebalancing across markets… potentially a decade-long move.

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#Macro #Commodities #Inflation #YieldCurve #Markets #Investing

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