Wednesday, January 3, 2018

Bonddad - commodities and inflation


Bonddad - commodities and inflation. Turns out you don't have to run a worthless $400/yr weekly newsletter of wordsalad to notice that metals and energy have been on an upward tear for the last year.

Bonddad notes that this doesn't particularly mean that actual US inflation numbers are going to pick up. I'd respond, though, that for someone like me all that matters is what is going to happen with traders' perceptions of inflation: those, after all, are what really drive commodity prices.


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