Is Barron's Right About Commodities?

Published 08/11/2015, 11:29 AM
Updated 07/09/2023, 06:31 AM
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Thompson/Reuters Commodity Index

Barron’s has been bullish equities for a good while and they have been on track with the call.

Now they're suggesting to “Buy Commodities.” Are they on track again?

The chart above looks at the Thompson/Reuters Commodity index on a monthly basis going back to the 1960’s. Back in 2011 the index hit the top of this multi-decade rising channel and since then the index has fallen nearly 40%. Is this enough of a decline?

Lately, a triple support zone has come into play for the index and it appears the index is pushing below that support level, which could be viewed as a neckline of a huge head-and-shoulders topping pattern.

If the H&S pattern-read is correct and the neckline is not providing support, this commodity index could fall to the bottom of the 40-year rising channel, which is around 25% below current prices.

From a pattern perspective, it would appear pretty important that commodities find some form of support ASAP -- or the 4-year bearish trend in the commodities space could continue.

If the TR Commodity index continues soft, bonds might like the price action.

We shared with Sector/Commodity members over a year ago that the right shoulder of a huge topping pattern looked to be in play.

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