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FX and Inflation to Affect Agri Commodity Prices
Manage episode 407129310 series 3558065
Sisällön tarjoaa RaboResearch Agri Commodities and Rabobank RaboResearch Food. RaboResearch Agri Commodities and Rabobank RaboResearch Food tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
The rise of commodity prices in the last year has been supported by the weakness of the US dollar and increasing inflation expectations. While the US dollar has an obvious link to commodity prices, the inflationary concerns are attracting more funds to commodities as they look for an inflation hedge. Jane Foley, head of FX strategy, joins Carlos Mera, head of Agri Commodity Markets Research, to discuss what's next for FX, inflation, and the economic recovery.
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