2026 前瞻_大宗商品展望-Year Ahead 2026_ Commodity Outlook

Accessible version Commodity Strategist Year Ahead 2026: Commodity Outlook Our top five themes Commodities set for another strong performance year The ICE MLCX TR index is up 6% YTD supported by large gains in precious and industrial metals prices, while agricultural and energy commodities also posted positive single digit returns, similar to BCOM. What will happen in 2026? Our economists are forecasting sticky inflation at 2.9%, with 75bps of rate cuts through 2026 and EURUSD at 1.22. Global GDP may expand ...