TLT - Goldman Is Trumpeting A New Secular Commodities Bull Market And Investors Should Listen

• Commodities and commodity equities are historically out of favor. However, this has begun to change the past several months.
• Copper prices, iron ore prices, and industrial commodity prices are surging to new multi-year highs, eclipsing their 2016 peak prices.
• Goldman Sachs is now on board, and now sees a new secular commodities bull market that exceeds the 2000-2008 commodities bull market.
• Ex-Goldman economist Jim O'Neil, who famously coined the moniker BRICS when he was at Goldman, has been particularly bullish on China.
• Ultimately, emerging market demand growth is causing global growth barometers, including manufacturing indexes, to surprise to the upside and drive commodity prices higher.

For further details see: