Where finance and media intersect with reality.
Commodity power US goods risk being late as China’s lockdowns worsen shipping port jams. [But remember it’s just “transitory” ] Someone in the Blind Spot
Last week The Blind Spot featured a satirical news report from the scene of Caesar’s assassination in 44 BC. It was a lighthearted attempt to
TLDR: The transitory inflation debate is a waste-of-time distraction. Animal spirits will dictate the breadth, scale and duration of inflation, not textbook definitions about what constitutes inflation and what does not. And animal spirits are far more likely to be influenced by the role poorly thought out government policy has played in driving inflation and geopolitical risk in the first place — notably lockdown and net zero policy.
Commodity power: The FT (reporting out of its FT Commodities Global Summit in Lausanne) warns of potential diesel rationing in Europe due to a “systemic”
Investors can’t afford to get swept up by the propaganda wars. To stay afloat in such choppy market waters one has to maintain a cool and relatively dispassionate head. And doing so is not unpatriotic.
Why the stress in commodity credit lines could be indicative of a major dollar-financing paradigm shift.
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