How Sustainable Are Strong Copper and Commodities? Hot copper and broad commodities vs. the cold dollar and Bitcoin reflect a shift toward real assets, notably vs. volatile, speculative cryptos. This has been the path on our annual macroeconomic performance dashboard, with crude oil and the S&P 500 (SPX) in the middle. What of the next 12 months? Two primary markets -- crude and stocks -- may be drivers, with elevated reversion risks. Full report on the Bloomberg here: https://blinks.bloomberg.com/news/stories/tkmmh7kgctfr {BI COMD} #copper #Bitcoin #crudeoil #stockmarket #commodities @BBGIntelligence(Mike McGlone)