Aluminum just tagged its highest price since early 2022, while tin keeps riding a monster wave higher. The driver? Expectations for a global supply crunch are building momentum across the metals complex. This kind of bullish sentiment on commodity supplies typically signals broader market concerns about resource availability—something worth keeping an eye on when thinking about macro headwinds and their ripple effects across asset classes. When raw materials start pricing in scarcity, it often precedes shifts in inflation narratives and capital allocation strategies.