GSG: Commodities May Benefit From Dollar Weakness

view original post

Finance background


The U.S. economy is at a turning point as the Federal Reserve’s aggressive monetary tightening appears to be working as intended. To be clear, we are not referring to the turning point in inflation because CPI readings have already peaked way back

Inflation Breakevens | Rates market expectations for the pace of consumer price gains


Insurance Costs | The premium investors pay to hedge against inflation being above 3%


Inverse correlation between GSG and DXY

Breakdown of SPGSCI's exposure


Breakdown of SPGSCI holdings by futures contracts


GSG versus peer commodity ETFs