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5min chapter
Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
Is There a Commodity Crisis in China?
Rit. Ritva: I've been extremely surprised by the slowness of the e, c b and the b, o j to reacting to rising food prices in particular. China has chosen extra exchange rates, so as russia, europe and japan, for the time being, have chosen weak exchange rates. The poligial issue there is, at some point voters are going to wake up and get very angry at that. And we stand to see that in japan, strangely, which is why i think the back end of the j g b market is really selling off. It's actually this type of currency manipulations that adds to that weapon for china
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