By Bilal Hafeez 26-11-2020
In: post | Newsletter
Why Food Inflation Matters For Breakevens
(1 min read)
(1) Guess What’s Coming to Dinner? Inflation!
(2 min read) John Butler argues that this year’s unusually synchronized spike in grain prices, alongside higher energy prices, will push up headline inflation in 2021. Breakevens look set to move higher.
(John Butler│ 26th November, 2020)
How a Collective Infrastructure Push Will Boost Global Growth (IMF, 2 min read)
A Tale of Two Economies (Project Syndicate, 4 min read)
Big Tech Companies in Chinese Finance (PIIE, 60 min watch)
Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
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