
Mike McGlone|Jul 31, 2025 11:21
Beta May Need to Keep Rising in 2H or Else -
The least elastic metals on the top of our annual commodity sector-performance scorecard vs. the most supply-to-price sensitive grains and energy at the bottom face trend sustainability uncertainty into year-end. My outperformance bias remains with gold.
Full report on the Bloomberg here: https://blinks.bloomberg.com/news/stories/t09dedgpwcje {BI COMD}
#commodities #gold @BBGIntelligence(Mike McGlone)
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