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Chinese deflation, US July CPI and commodities markets feel the pinch

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Konten disediakan oleh David Wilder and Capital Economics. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Wilder and Capital Economics atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

While China’s latest price reports have markets worrying about deflation, Group Chief Economist Neil Shearing thinks the real issue is what’s happening in core inflation against a backdrop of a struggling economy. He also reviews the “immaculate” July CPI report from the US and what means for the Fed and previews the UK CPI report for July due this coming Wednesday.

Plus, Caroline Bain, our Chief Commodities Economist, talks about a raft of supply pinches facing commodities markets, from the collapse of the Black Sea Grain Initiative to Indian food protectionism to OPEC+ production cuts.

Click here to explore the analysis referenced in this episode.

  continue reading

90 episode

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iconBagikan
 
Manage episode 373969163 series 3410672
Konten disediakan oleh David Wilder and Capital Economics. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Wilder and Capital Economics atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

While China’s latest price reports have markets worrying about deflation, Group Chief Economist Neil Shearing thinks the real issue is what’s happening in core inflation against a backdrop of a struggling economy. He also reviews the “immaculate” July CPI report from the US and what means for the Fed and previews the UK CPI report for July due this coming Wednesday.

Plus, Caroline Bain, our Chief Commodities Economist, talks about a raft of supply pinches facing commodities markets, from the collapse of the Black Sea Grain Initiative to Indian food protectionism to OPEC+ production cuts.

Click here to explore the analysis referenced in this episode.

  continue reading

90 episode

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