While commodity and equity prices often move together when demand is in the driving seat, the wild swings in the prices of many commodities over the past month can generally be chalked up to a remarkable set of idiosyncratic supply factors. We expect commodity and equity prices to diverge through 2026 as the former fall and the latter rise.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services