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WHAT'S GOING ON WITH INFLATION?
Wage inflation has been offset with commodity deflation, but how long can that continue?
 • 
Russell Clark
11
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.
 • 
Russell Clark
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.
 • 
Russell Clark
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
 • 
Russell Clark
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
 • 
Russell Clark
24
10:45
A LONG IDEA!
Pro-labour policies should be good for consumption and commodities everywhere
 • 
Russell Clark
12
14:23

February 2023

INFLATION OR NO INFLATION?
That is the question!
 • 
Russell Clark
19
11:08

January 2023

THE NEXT FOOD SPIKE?
Is it right to export food when you cannot feed your own people?
 • 
Russell Clark
7
10:41
FOOD INFLATION UPDATE
Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
 • 
Russell Clark
8
12:13

December 2022

AM I WRONG ABOUT BONDS?
I am bearish bonds - but am I wrong?
 • 
Russell Clark
10
11:15

November 2022

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