Sober October for industrial commodities
18 year Google trend shows we care more for power, food and housing than climate change
Trade war month 55 and Biden levels up with chip bans
Dollar Vader
High plains drifter tighter for longer as USD destroys commodity prices and we wait for USD swaps
House of the rising dollar
Australia's 30 year journey from factory to farm to quarry
Jackson Hole High plains drifter to forcefully combat inflation
Playing chicken with Powell’s Pendulums (A Jackson Hole Primer)
Low prices in July cured by higher commodity prices in March
Dragon grounded by virus while West targets inflation, North suffers
321% realised price rise for coal miner reveals perfect storm
Fed paddles, Bonds glide and Real rates still negative
10 times more money than output - that's why