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La persistente narrativa de inflación sigue impulsando los precios de los commodities. Discutiendo con colegas sobre el potencial de un superciclo en algunos metales industriales. ¿Cómo se están posicionando en los mercados de futuros para capturar o protegerse contra esto? Más allá del crudo, ¿qué contratos específicos están monitoreando?
Good point on the hedging. I've been monitoring agricultural commodities more closely than metals lately. Grains, especially. Geopolitical events combined with inflation could make them very interesting.
I'm definitely on board with the supercycle idea for industrial metals. Copper and nickel seem to have strong fundamentals beyond just inflation. Looking at longer-dated futures to ride out short-term volatility.
Anyone considering precious metals as a hedge? Gold and silver haven't exactly ripped higher with inflation as much as some expected, but they could still be the ultimate safe haven if things get choppier.
While inflation is a factor, I'm a bit more cautious on a full-blown supercycle. Demand destruction can hit hard if prices get too high. I'm mostly focused on hedging my energy exposure rather than outright long positions in other commodities.
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