On Commodities, Carry Regimes and Changes to Global Monetary Systems
table of contents

On Commodities

Carry Regimes & Changes in Global Monetary Regimes

4Q2024 Commodity Market Commentary

When
March 7, 2025
2024Q4
Who

Leigh R. Goehring & Adam A. Rozencwajg

Is Your Portfolio Ready for a Major Shift?

The long commodity bear market may finally be turning—and natural resource equities could play a crucial role. Global monetary shifts have historically triggered major reversals, and we believe the next one is already underway. The U.S. administration is hinting at radical monetary reforms that could shake up markets in a big way.

In our latest commentary, we break down:

--Why commodities and technology have moved in opposite directions for 100 years.
--Why imbalances have always led to changes in the "plumbing" of the global financial system.
--Why the Administration represents some of the most radical monetary thinking in generations.
--How you can protect yourself, and potentially profit.

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