Wall Street has a new favorite trading idea for a 'fundamental shift' that's happened

Several strategists have recently recommended buying commodities.
Their call has become more pertinent amid increasing signs of inflation.  
Commodities can help as an inflation hedge, and their prices benefit from increased overall demand in a growing economy. One recommendation keeps coming up on Wall Street as a best idea: buy commodities. 
Strategists from Goldman Sachs to Citigroup are all making a number of key assumptions. This phase of super-low interest rates is like