Despite a rally back in the USD and the sudden recalibrated growth outlook for the world from Brexit, Commodities are picking up steam.

commoditiesA look at performance of miners around the world shows astounding performance off the lows in January and testing of 1yr highs. The move isn’t just gold (GLD, quote) which everyone seems to be able to find a reason to own in god times and bad.

The move in Ags, industrial metals, bulks has been impressive. Even oil (USO, quote) which was being written off for dead last week has rebounded off Thursdays lows.

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