Sylvain Saurel’s Newsletter

Sylvain Saurel’s Newsletter

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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
The Problem of Commodity Inflation Whose Price Moves Are Increasingly Disconnected From Fundamentals

The Problem of Commodity Inflation Whose Price Moves Are Increasingly Disconnected From Fundamentals

The introduction of circuit breakers is seen as a potential solution.

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Sylvain Saurel
Jun 17, 2022
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Sylvain Saurel’s Newsletter
Sylvain Saurel’s Newsletter
The Problem of Commodity Inflation Whose Price Moves Are Increasingly Disconnected From Fundamentals
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One aspect of the energy and geopolitical crisis has gone completely under the radar since the start of the war in Ukraine. However, this aspect is crucial to understanding the galloping inflation of commodities in recent months. The extreme volatility of prices is causing dysfunctions in the financial commodities markets, which in turn are artificially…

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