UBM - Shortages Resurgent Demand And Rising Inflation Expectations Lift Commodities

• The global commodities complex continued to receive strong investor support over the past month as the world economy entered unfamiliar territory.
• All forms of transportation are experiencing delays (some intermittently), including ocean freight, air freight, trucking and rail.
• Rising inflation expectations and a subsequent boost in investor demand for assets with inflation-hedging capabilities, like commodities, also provided a market lift.

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