---
title: "Commodity supercycle call meets rising yields as markets weigh risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286632292.md"
description: "Jeff Currie forecasts a new commodity supercycle driven by supply bottlenecks, deglobalization, and infrastructure spending. The Iran conflict disrupts oil flows, increasing prices and inflation risks, while central banks navigate growth and price stability. Investors are shifting portfolios, with record inflows into bond ETFs, focusing on corporate credit amid sustained high yields."
datetime: "2026-05-16T04:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286632292.md)
  - [en](https://longbridge.com/en/news/286632292.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286632292.md)
---

# Commodity supercycle call meets rising yields as markets weigh risks

Commodity rally forecast: Jeff Currie predicts a new commodity supercycle, citing supply bottlenecks, deglobalization, and infrastructure spending as key drivers. Geopolitics and inflation: The Iran conflict has disrupted oil flows, raising prices and inflation risks, while central banks face pressure between growth and price stability. Investor portfolio shifts: Record inflows into bond ETFs show investors hedging against volatility, with a focus on corporate credit amid higher-for-longer yields.

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