Commodity Prices

Commodity prices risk a major reversal that could undermine investors’ positioning in the face of rising inflation, according to Societe Generale

According to Albert Edwards of Societe Generale, commodity prices are at high risk of a major reversal. Edwards noted that a Chinese data point that typically drives commodity prices has just suffered a sharp drop. When prices fall, Edwards expects a “major reversal in inflation sentiment.” According to Albert Edwards …

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Commodity prices have skyrocketed, but miners are not investing

Despite a commodity boom boosting profits, miners are not throwing money into new projects, raising concerns about future shortages of some metals. So-called technological metals, such as cobalt, copper and lithium, are expected to experience particularly large deficits, analysts say, amid growing demand from manufacturers of batteries, electric cars and …

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