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16.01.2026 | reading time


Boom or Bubble? Why the Commodity Trend Is More Than Just a Flash in the Pan

Note: This text is a translation from the original language, German.

Boom or bubble? Why the commodity trend is more than just a flash in the pan

Gold, silver, and commodities are once again becoming the focus of the capital markets.

But the crucial question remains: Is this a short-term exaggeration—

or the beginning of a new, structural phase in the commodity cycle?

In our latest article, we analyze:

· the differences and parallels with the commodity phase of 2016/17

· the influence of geopolitical and macroeconomic uncertainty

· why supply and demand factors play a central role today

You can find the full article below (available only in German)