Inflation
Navigating the shifting tides in trade: Outlook and global shipping development
Dive into a cross-sector dialogue exploring the impacts of regulatory and geopolitical shifts on shipping and trade. Discuss ESG practices, emission controls, and strategies to mitigate port congestion. Unravel the complexities of claims and insurance, and explore technology trends shaping international trade. Gain insights into the dynamics of bulk and ...
Overcoming trade finance bottleneck in volatile markets
Explore the strategies traders and lenders are employing to navigate the complexities of continued inflationary pressures. Dive into the volatility of capital markets and uncover the current challenges facing trade finance. Gain insights into China, South, and Southeast Asian economies’ perspectives on the fluctuating demands across commodities. Discover the emergence ...
Financialisation in the Commodity Markets
• There will be a growth in “Outsiders” trading commodity markets, who are primarily treating commodities purely as a financial asset • This will be driven by trends in inflation and asset correlations • This will change the structure of the market. Some of those changes can be predicted.
The New Abnormal? The New Remarkable? Commodity Trading in 2022
• What is fueling the commodity supercycle… and how long can it last? • Inflation, labour shortages, supply chain chaos – what does ‘post pandemic’ look like and how long will its effects be felt? • Impact of the arrival of the traditional and national exporters, importers into the trading ...
Commodities & Inflation
This presentation reviews various common measures of inflation and expectations with respect to a broad set of commodities. Expectations for the transition to “new energy sources” are questioned due to global demographic trends and the reality of mineral supplies supporting this transition.
Global Commodity Markets Outlook for 2022
• Overview of commodity trading in 2022 • Ukraine Russia war – any observations? • What is fueling the commodity supercycle and how long can it last? • Inflation, labour shortages, supply chain chaos – what does ‘post pandemic’ look like and how long will its effects be felt? • ...
