Food Inflation

Thoughts on food inflation

FOOD INFLATION UPDATEWatch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
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AM I WRONG ABOUT BONDS?Watch now (11 min) | I am bearish bonds - but am I wrong?
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TIME TO SHORT 30 YEAR TREASURIES?Watch now (10 min) | Western Bond Market have rallied recently. Investors are reading a top to inflation pressures, but I see food inflation continuing…
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FOOD INFLATION REVISITEDWatch now (11 min) | Before Ukraine, Chinese pork prices drove food inflation. Chinese pork price looks likely to drive food inflation again.
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REVISITING GLD/TLTWatch now (11 min) | Inflation has forced a change at central banks, and broken bond markets. Should we get rid of the GLD part of the GLD/TLT trade?
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ARE COMMODITIES REALLY SAYING DEFLATION?Watch now (10 min) | Key commodities are inflecting towards inflation again
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FOOD INFLATION IS THE LITMUS TESTWatch now (9 min) | In a free market world, ags are a short. In a political world, they are a buy.
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