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The full episode is only available to paid subscribers of Capital Flows and Asset Markets

FOOD INFLATION IS THE LITMUS TEST

In a free market world, ags are a short. In a political world, they are a buy.

The original cause of food inflation was African Swine Flu (ASF) that sent Chinese pig prices soaring, and incentivised Chinese farmers to import grain. However, with the rebuilding of the pig herd …

The full video is for paid subscribers

Food Inflation
Thoughts on food inflation
Authors
Russell Clark