GSG

Commodity prices had been rising from March through early September, but this week they turned around and began to fall.The major reason for the reversal seems to be fact that government is not going to pass anymore economic stimulus this year and focus will be directed at Supreme Court.Upcoming government budget talks are going to be dominated by the huge debt loads now being produced and how these can be handled along with Covid-19 problems and economic recession.

The Fed reiterates its new inflation strategy at the September FOMC meeting. More stimulus is on the way. Commodities are already showing signs of strength. On the verge of a rally that could blow away record highs. Stopping inflation when it begins to rise is a leap of faith- Hedge your portfolio with commodities- DBC, RJI, and GSG are diversified ETF products.

•Stocks fall and oil retreats. •Natural gas corrected from a new high for the year. •Precious metals and copper remain strong. •Grains make a late season move higher. •The bull case for commodities remains compelling- RJI is another option for exposure to the asset class.

Commodity finance is critical for producers and traders.The banks are pulling back.Capital charges become prohibitive.Finance charges will cause production costs to soar.The GSCI Commodity-Indexed Trust will move higher with commodity prices.

July to August had probably the least movement across that board that we've seen so far in 2020.Are commodities going to be able to move out of double-digit red for the year or is that moving to a 2021 goal?Managed futures recorded one of the only dips of August and getting closer to dipping lower for 2020 on the year.

The Fed’s “inflation running hot” memo has created a pivotal point in the market rally, and the resulting asset price inflation is exactly what the Fed intended.This new leg of the rally should last for months; markets are responding to the Fed’s direction, and there’s not much to stop it between now and the election.There’s still room to run on commodities, as every dollar that’s going to be invested in commodities and commodity stocks this year is not in the markets yet.