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The new commodity super cycle bull

Wells Fargo Investment Institute - July 23, 2020

Key takeaways

  • After a decade of poor performance, we believe commodities look poised to outperform other assets (possibly for a decade or more).
  • Commodity prices tend to move together over multi-year periods, called super cycles. We believe 2020 marked the start of a new bull super cycle.
  • Today, we will discuss the bullish signs that we are seeing, and why super cycles matter.

Download a PDF version of this report