Capital Flows and Asset Markets
Food Inflation
IS FOOD INFLATION GOING TO COME BACK?
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IS FOOD INFLATION GOING TO COME BACK?

Where it came from, and where did it go?
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Food inflation is important. When food prices rise, expect politicians and central banks to act. Rising house prices benefits some people, and hurt others (renters), rising food prices hurts almost all voters. Looking at long dated US inflation indices, the inflationary 70s is very clear, as it the recent bout of food inflation.

However, grain prices, and agricultural related stocks have been weak. Is the food inflation trade done?

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Capital Flows and Asset Markets
Food Inflation
Thoughts on food inflation