Capital Flows and Asset Markets

WHAT IS GOING ON WITH OIL?

The gold/oil divergence just keep getting wider

Oct 10, 2024 • 

Russell Clark

13

11:21

September 2024

FOOD INFLATION IS BACK!

It never really went away.....

Sep 12, 2024 • 

Russell Clark

10

5

11:15

June 2024

IS FOOD INFLATION GOING TO COME BACK?

Where it came from, and where did it go?

Jun 14, 2024 • 

Russell Clark

11

8

13:26

January 2024

WHAT'S GOING ON WITH INFLATION?

Wage inflation has been offset with commodity deflation, but how long can that continue?

Jan 31, 2024 • 

Russell Clark

17

10

10:50

WHAT'S GOING ON WITH FOOD INFLATION?

In short, Russia and China are growing grain supply, while India is cutting supply. I thought the opposite was more likely.

Jan 30, 2024 • 

Russell Clark

18

4

12:07

July 2023

DEFLATION? YOU CANNOT BE SERIOUS!

My 11 pound Pimms, and 7 pound pint are not saying deflation - and neither is the global food market.

Jul 21, 2023 • 

Russell Clark

28

7

11:32

May 2023

GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?

The first is bearish US stocks, the second is bearish China

May 17, 2023 • 

Russell Clark

17

11

11:55

March 2023

SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?

The Pro-Labour, Anti-Capital cycle continues in my view

Mar 13, 2023 • 

Russell Clark

33

24

10:45

A LONG IDEA!

Pro-labour policies should be good for consumption and commodities everywhere

Mar 3, 2023 • 

Russell Clark

14

12

14:23

February 2023

INFLATION OR NO INFLATION?

That is the question!

Feb 20, 2023 • 

Russell Clark

29

19

11:08

January 2023

THE NEXT FOOD SPIKE?

Is it right to export food when you cannot feed your own people?

Jan 31, 2023 • 

Russell Clark

24

7

10:41

FOOD INFLATION UPDATE

Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.

Jan 23, 2023 • 

Russell Clark

15

8

12:13