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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
The Oil Price Is Now Important to the Fat, and It's Slowing Fast
The fall in commodity prices over the past three weeks has been dramatic. I'm a bit more in doubt on whether i fully trust the recent reprising in energy space, simply due to the lack of supply. The european central bank is basically planning to buy more southern european debta when northern europeandebt matures. This is probably the worst incentive structure one can think of. You allow all the indebted countries to get support on behalf of the less indebted sovereigns within the uroson. So you're almost telling sovereigns to just burn a lot of money, right? Because that will allow you to get an extra sponsor within syb. It obviously cal
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