The Inflation Trade

As the U.S. continues to cut interest rates (and subsequently pressure the dollar lower), expect fears of inflation to aid trades in the following U.S. dollar-denominated sectors...The Inflation Trade:

1.) Gold + Gold Services

2.) Energy + Energy Services:
- Crude OIL
- Natural GAS
- Ethanol
- Coal

3.) Non-Gold Commodities (including Food/Ag) + Services:
- Copper
- Steel
- Wheat
- Platinum