Posts Tagged ‘energy prices’

Commodities: Grains To Surrender Lead In 2011

Wed Jan 12, 2011 11:23 GMT  | 1 Comment

I am modestly bullish grains in 2011, although I do not foresee gains to the extent seen in 2010. The S&PGS grains index rallied roughly 50% over H210 following a slew of disappointing harvests in the northern hemisphere. In particular, downgrades to Russian wheat and US corn production were the key drivers over recent months…. [Read more]

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Posted in: Commodities 1 Comment

From Inflation to Deflation?

Thu Jul 10, 2008 15:00 GMT  | 1 Comment

Although everyone is talking about inflation right now, when we look at developed markets, we see reason to believe that 2009 in fact heralds a period of deflation. After all, when you strip out oil and food prices, there is not much inflation around. For example, core inflation in the US has remained steady at… [Read more]

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Posted in: General, Inflation/Deflation 1 Comment

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