I could argue the optimistic outlook for the global economy; or I could list the pessimistic views. But since market sentiment seems to be moving on the former, I think it makes sense to watch key technical levels for gold, silver, copper, crude, natural gas and corn.
I want to see another day or so of price action since so many commodities are trading at key inflection points. But I imagine we'll see some resolution and the opportunity to add new positions. Stay tuned.
No new recommendations or adjustments at this time.