01/21/25 07:46 AM EST

CHART OF THE DAY: We Remain Long Commodities

Keith McCullough

Below is the "Chart of the Day" and a brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.

The most obvious Asset Allocation that should have been made towards USA entering #Quad2 (and the world staying in #Quad3 Stagflation) has been to be long of Commodities that continue to signal, wait on it, INFLATION #accelerating:

CRB Commodities Index inflated another +1.7% last week taking its TRENDING (3-month) Return to +10.4%
Oil (WTI) inflated another +1.7% last week taking its TRENDING (3-month) Return to +12.4%
Natural Gas inflated another +2.4% last week taking its TRENDING (3-month) Return to +48.2%
Corn inflated another +9.2% last week taking its TRENDING (3-month) Return to +19.1%

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