David Bird: Commodity cycle follows sequence from precious metals to soft commodities

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Anastasiia Chabaniuk

20.03.2026

David Bird: Commodity cycle follows sequence from precious metals to soft commodities — Commodity cycle starts with precious metals

Commodity markets tend to progress through a recognizable sequence, according to David Bird. The stages typically begin with precious metals, followed by industrial metals, energy, and finally soft commodities.

Bird explains that each stage reflects shifts in capital flows as economic conditions change, with high uncertainty at the start leading investors to favor precious metals.

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Bird’s observations on the cyclical movement of commodities align with his earlier commentary on sector rotation, notably when consumer staples reached historic lows against the NASDAQ—an inflection point explored in his analysis of changing market trends. Furthermore, recent volatility recalls his examination of defensive sectors such as healthcare, particularly during periods when valuations have mirrored tech bubble levels in the healthcare space.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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