UBS Advises Investors to Position for Commodity Supercycle

Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges

Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges One day after veteran commodities strategist Jeff Currie told investors to "get long and buckle up" for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to "position for a commodity upcycle." Khandelwal said electrification, surging power demand, artificial-intelligence infrastructure spending, persistent supply constraints...

By Tyler Durden