Commodities Surge 30% YTD, Outperform Stocks, Bonds, Bitcoin

Commodities have risen over 30% since the start of the year, marking their highest levels since 2012 and outperforming stocks, bonds, and bitcoin. Energy commodities (oil, natural gas) and grains are driving the gains. The report lacks specific data on drivers, but the broad-based rally suggests supply constraints or demand shifts, with implications for inflation and growth.