Food Inflation

Thoughts on food inflation

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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IS FOOD INFLATION SECULAR OR CYCLICAL - PART IIWatch now (11 min) | China seems to be shifting policy to favour labour over capital. Does this make food inflation secular?
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IS FOOD INFLATION SECULAR OR CYCLICAL? PART IWatch now (11 min) | Chinese food supply has been driven by free market policies. Does its reversal signal food inflation is secular?
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WHICH COMES FIRST - WAGE INFLATION OR FOOD INFLATION?Watch now (12 min) | Have food prices been weak because wage growth has been weak? Or because food prices have been weak, has wage growth been weak?
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FOOD INFLATION - A PRIMERWatch now (8 min) | Food inflation so far has been driven first by a two supply shocks. Further food inflation requires a political shock.
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