Edition 01

December, 2022

Are the inflationary forces in the global economy temporary or has there been a structural change in commodity prices?

Articles


  • Editorial 01

    Editorial 01

    Inflation and conflict are at the centre of our analysis this quarter as we explore, from the unique perspective of the commodity markets, how much of the recent run up in prices is structural rather than temporary. First Covid, then the invasion of Ukraine have clearly supported whatever inflationary forces were building in the global economy…

  • The plant protein transformation: does it add up?

    The plant protein transformation: does it add up?

    What does a plant protein transformation actually mean for the normal functioning of crop markets?

  • How to think about inflation

    How to think about inflation

    A good old fashioned model of inflation fit for modern times, including a little entertainment for a rainy day.

  • The state of the global economy

    The state of the global economy

    The strange new experience of the real adjustment of prices, output and interest rates.

  • Are grain prices changing direction?

    Are grain prices changing direction?

    Evidence suggests real commodity prices are firming up.

  • The great game of grains

    The great game of grains

    The balance of power in grain markets is shifting. Will this cause more food and energy related conflict?

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