FlowBank

1129 days ago

Food inflation might be our next threat

Food prices are soaring faster than inflation and incomes around the world. Cereals for example, have reached an annual inflation of 20%, the highest annual rise since the Arab Spring. And this is not all: according to Bloomberg, tofu prices in Indonesia are 30% higher than in December, Brazilian turtle beans trade at a price 54% higher than last year and Russians are paying 61% more for sugar than last year. Although developed markets do not fear this issue as much as EM, it could quickly become an issue for everyone if it remains uncontrolled. 

#Commodities #Macro
Food inflation might be our next threat

1129 days ago

As bond yields rise, financial conditions are tightening in the US (now at their tightest in 3 months)

Source: www.zerohedge..com 

#Macro
Goldman Sachs Financial conditions index

1130 days ago

The US and China as the recovery leaders of the pandemic

The two superpowers have been the fastest to recover from the global pandemic, compared to other developed economies. Note that China has even managed to sustain a positive growth for 2020.

#Macro
The US and China as the recovery leaders of the pandemic

1130 days ago

Equity inflows for past quarter blow the roof off 2 decades of data

16-week cumulative inflows reach $414 billion.

#Stocks #Macro
Equity inflows for past quarter blow the roof off 2 decades of data

1130 days ago

Market expectations for Fed rate-hikes (amid soaring inflation) have soared.

Source: www.zerohedge.com.com 

#Macro
US Interest rates expectations
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