According to Mihir (@RhythmicAnalyst), the Michigan Inflation Expectation survey has reported a significant rise in inflation expectations, with the figure reaching 4.3% compared to 3.3% last month. This increase suggests a potential return to inflation levels reminiscent of the 1970s, which could influence trading strategies, particularly in inflation-sensitive markets such as commodities and bonds.

According to The Kobeissi Letter, their premium members capitalized on the decline in oil prices by taking short positions starting January 10th. They initially took profits and then re-entered shorts at $72.50, which are currently yielding a 3.5% gain. This indicates a high tradability in commodities, particularly in oil trading strategies.

According to Michaël van de Poppe, current valuations for commodities and cryptocurrencies are reminiscent of those seen in 1971 and 2000, indicating they are extremely undervalued. He anticipates a significant upside and expects these asset classes to enter a 10-year bull market.