Commodity Prices Surge Amid Ukraine War & LME Nickel Chaos

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The Most Important Thing

risk is largely a matter of opinion

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Jozhe

·5 years ago
shared a media post in group #The Most Important Thing
Commodity prices going crazy 😅
Commodity prices going crazy 😅Commodity prices going crazy 😅
Commodity prices going crazy 😅Commodity prices going crazy 😅
 
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Alex

After the rally this week are we still t...
Both of these statements are true at the same time - short high beta long défensives until May/June

 
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Jerome Cody

who knows anymore...two months ago, the Fed thought conditions were ripe for hiking interest rates to fight inflation: Covid in retreat, a strong labor market, and a rebounding economy. Then Russia invaded Ukraine. Now there are signs (?) of possible end, fed hiked rates 25 basis points and offered a forecast for 6 more, but there are still way too many wildcards so....who knows anymore

 
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D J

If this isn’t resolved, we could be heading towards famine in most poor nations 😔 cnbc.com/2022/03/22/ferti..
Fertilizer prices are at record highs. Here's what that means for the global economy

www.cnbc.com

Fertilizer prices are at record highs. Here's what that means for the global economy

Supply shortages fueled by the Ukraine-Russia conflict, along with a host of pre-existing factors, have driven fertilizer prices to record highs.

 
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D J

If this isn’t resolved, we could be head...
economist.com/graphic-det..
Russia’s invasion of Ukraine is causing record-high food prices

www.economist.com

Russia’s invasion of Ukraine is causing record-high food prices

The poorest countries will be hit hardest

 
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D J

From the pandemic and war to severe weather and historic droughts, a rare combo of terrible circumstances is putting every aspect of food production under pressure — all at once. Global food prices have surged 75% since mid-2020 and are expected to keep climbing. The UN said it’s putting some people in poorer countries at a “breaking point.” Food insecurity is known to lead to more civil conflict and unrest — it was bread prices that helped spark the Arab Spring over a decade ago. #The Most Important Thing

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