Investing in commodities in 2023
Commodities – especially energy – are fundamentally the biggest driver of inflation.
Commodities
Navigating an expected downturn in earnings
We expect the risk focus will shift as earnings downgrades gather pace.
Coming up on the markets
All eyes are on the plethora of US economic releases for confirmation that inflation has peaked.
Global food crisis back on? Russia bails from grain deal
Russian officials reneged on its deal with Ukraine clearing the Black Sea for grain exports.
Where does Australia sit in the race for global lithium mining domination?
Lithium-ion batteries are the dominant battery technology for electric vehicles.
Could climate change crimp your coffee consumption?
Inflation is hitting the cost of a coffee in Australia, but there’s bigger issue.
Investing in the Age of Confusion
van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “