Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…
Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…
The battle against inflation remains the global financial markets’ primary concern. Although there are some signs of inflation easing, namely in commodity and food prices, core inflation remains high, and there’s evidenceRead More…
Russia’s war with the Ukraine saw the onset of a commodity price crisis during the first half of the year, with prices of oil, gas, and agricultural goods, in particular, soaring andRead More…
Financial markets have sold off dramatically in the face of so-called “monster” rate hikes, with the US Federal Reserve responding to a higher than expected May inflation rate with a 75-basis pointRead More…
First Quarter 2022 Market Update: As 2022 rolled in we were all focused on inflation and what policy makers were going to do about consumer price inflation reaching multi-decade highs. Central banksRead More…
Surging demand, supply logjams, and adverse, or unusual, climate conditions in certain regions saw commodity prices put in their best performance since they bounced back from the 2008 financial crisis. The surprisingRead More…
Inflation trends remained under intense scrutiny through November into early December, with investment sages all predicting that it will be the future trajectory of price increases and the central banks’ responses thatRead More…
Energy constraints rattle financial markets and global growth optimism Energy supply shortages bit hard during September as gas, coal and oil inventories fell short of worldwide demand, sending energy prices to multi-yearRead More…
Biannual Commodities Update July 2021 Commodities had a bumper first half of the year, gaining 21% and outpacing most asset classes across the globe. Unlike last year, precious metals lagged on theRead More…