Posts Tagged ‘commodity markets’

Growing Incomes, Growing Appetites

Wed Oct 21, 2009 15:25 UTC  | Leave a Comment

The chart below graphs GDP per capita in US dollars against per capita daily calorie intake at 2003 levels. As you’d expect, there is a positive relationship between per capita income and per capita daily calorie intake. In general, richer countries have a higher calorie intake across the globe. The Middle East is a good [Read more...]

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Posted in: Commodities, General, Inflation/Deflation, Political Risk Leave a Comment

Commodity Bubble Forming

Mon Jul 7, 2008 15:20 UTC  | Leave a Comment

The timing, as ever, is a little tricky, but at some point during the second half of the year, commodity markets are going to turn lower, and when they do, the move is going to be hard and fast. At the moment, though, the bubble is still forming.

Our view of the world starts with our [Read more...]

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Posted in: Commodities, Equities, General Leave a Comment

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