🔥 Commodities are breaking the playbook

The GSCI Equal-Weighted Commodities Index is up 25% YoY, while the Fed is cutting rates.

In previous cycles, commodities peaked when the Fed started tightening. Now they’re surging in a rate-cut cycle.

🟡 Fed can’t afford higher rates

🟡 Fiscal dominance is taking over — debt dictates policy

🟡 One of the most bullish setups for hard assets in years

Gold, oil, and real commodities are leading again. The rules are changing.

#commodities #GOLD #OILCAT