Gold, Yen and Finding the Recession
Finally, we see the beginning of the long-anticipated monetary normalisation in Japan. This is the only country in the world to still have negative...
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Understanding Gold’s Intrinsic Value
The question I have been asking is how much of the gold price reflects its intrinsic value, and how much is something else?
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Wheat explodes after Russia threatens to attack grain shipments // Dollar-Commodities Divergence
Wheat futures soared as much as 9%, the biggest jump since 2012, as Russia threatened ships sailing to Ukrainian ports, escalating a conflict over...
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How Much Do Commodity Prices Rise when Fertilizer Prices Rise?
Global crop production growth will mainly be driven by continued progress in plant breeding and a transition to more intensive production systems.
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Why isn’t Gold starting to sell off? // The Big Sugar Rush
Why isn’t Gold starting to sell off? In last week’s report, we already highlighted that the golden metal stays unattractive - as the Fed will...
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