Understand the three rounds of commodity cycles, and prepare for the next trend early!
Old fans know that I have always believed that history will repeat itself, but it will not simply repeat. Today, this chart clearly shows you the rules of the three rounds of super commodity cycles over the past 15 years👇
Review of the three classic cycles
1. 2008-2011 (QE Cycle after the Financial Crisis)
The Federal Reserve started quantitative easing, and demand in emerging markets surged.
Gold first rose 40% → Copper followed with a rise of 120% → Oil also rose 100% → Agricultural products finally increased by 50%-80%.
2. 2016-2018 (Economic Recovery Cycle)
China's supply-side reform + global economic resonance recovery.
Gold led → Copper surged → Oil followed → Agricultural products wrapped up.
3. 2020-2022 (Post-Pandemic Recovery Cycle)
Global liquidity + supply chain crisis + the Russia-Ukraine conflict drove threefold.
Gold as a safe haven led → Copper benefited from infrastructure → Oil was impacted by supply disruptions → Agricultural products increased due to inflation.
Each round starts with gold, followed by copper and oil, and finally agricultural products wrap up!
Understanding this transmission sequence, you can ambush in advance next time and take advantage of the entire market segment!
When do you think the next commodity cycle will start? Let's chat about your judgment in the comments!
✅ Share this with friends who are investing, and let's seize the cyclical dividends together!
❤️ Like this so I can see you, and I will share more valuable insights on cycles later!
🌟 Save this note, and you can refer to it directly next time to find the market rhythm!
Do you need me to整理 a commodity cycle rotation investment list for you? It will include key signals and configuration ideas for each asset class, allowing you to keep up with the rhythm faster next time.