Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Soft Commodities Remain Poised to Continue Outperformance

Chart of the Week

Chart of the Week | January 10, 2022
Macro Insights

Soft Commodities Remain Poised to Continue Outperformance

  • Between 12/31/2020 to 12/31/2021, soft commodities outperformed both industrial metals (despite the COVID induced housing boom) and the S&P 500 Index by 5.62% and 7.64%, respectively.
  • Soft commodities remain poised to sustain outperformance amid stagflation pressures, slowing economic growth and rising interest rates as described in our 2022 Market Outlook: The Hunt for Stabilization.
  • In only the second trading day of 2022, cotton future prices (a soft commodity) have reached 10-year highs as increased demand will likely remain contained. Additionally, near-term recoveries in coffee prices, continued gains in soybeans (amid more arable weather in Brazil), and beneficial inflationary pricing of wheat and corn all remain key beginning of the year highlights.
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Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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