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Commodities saw their largest monthly allocation increase in history
Source: BofA
It's not just a Gold thing. It's a metals thing.
Copper hitting new 52-week highs. Source: J-C Parets
Commodities are currently undervalued vs. equities
Source: Vontobel
China copper demand surge 📈
What is China going to do with all this copper? Source: CEO Technician
What does a $1T data center upgrade cycle mean for copper demand?
Here is how to do the math 👇 Is copper not that scarce after all? Source: Visual Capitalist thru IVANA SPEAR
India just reported record monthly imports of silver.
Source: Tavi Costa, Bloomberg
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