I first warned about food inflation just prior to the Pandemic in Dec 2019.

This time it is far more significant break out since aggs are breaking a 13 year trendline.
While we think of our supermarket and take out food costs, the reality is that social unrest
in various parts of the world tends to break out. Arab spring occurred last time. As a rule of thumb
Social unrest occurs when food to income exceeds 60%.
Inflation is far more destructive the most people understand. I'll stop here.

This time it is far more significant break out since aggs are breaking a 13 year trendline.
While we think of our supermarket and take out food costs, the reality is that social unrest
in various parts of the world tends to break out. Arab spring occurred last time. As a rule of thumb
Social unrest occurs when food to income exceeds 60%.
Inflation is far more destructive the most people understand. I'll stop here.
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
相關出版品
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
相關出版品
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。