Commodity Prices

Are the markets ready for a cyclical inflationary shock?

Richard Coghlan and Chris Faulkner-MacDonagh are portfolio managers in T. Rowe Price’s global multi-asset division in Tokyo and Baltimore. Inflation fears have sparked a great debate in the markets, especially with the recent announcement that the Basic Personal Consumption Expenditure Index prices – the Federal Reserve’s preferred measure of inflation …

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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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