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The only way is DOWN for commodity prices

MacroBusiness Access Subscriber Only Content at 12:40 pm on April 8, 2021 | 5 comments I do enjoy a good stink with a commodity supercycle fanboi. Today’s example is Tom Stevenson at Fidelity International who writes under the title “the only way is up for commodity prices” that: Inflation is everywhere and always a fiscal phenomenon. The Biden administration has embarked on a war against inequality and this will be inflationary. There’ll be endless fiscal building, green new deals etc. This is all very bullish for commodities. So, let’s unpack this a little. Why is it so very bullish for commodities? So the argument goes:

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