What’s causing the commotion in commodities?
Read my write up here: https://kyla.substack.com/p/the-commotion-in-commodities
Rising commodity prices lead to rising freight costs, leading to margin pressure in companies, which eventually gets passed off to consumers – resulting in inflation. The Fed has a role in policy making here – “bottlenecks vs substantial further progress” but there are structural issues that are causing pain in the commodity space.
What is Jerome to do?
00:00 – Intro
00:12 – What is going on with commodities?
02:01 – What do rising prices mean?
03:47 – What’s going on in industrials?
06:17 – What’s going on in agriculture?
07:54 – What’s going on in shipping?
09:11 – Higher input prices = higher product costs
10:41 – The three main drivers
12:11 – So what should policy makers do?
13:45 – Concluding thoughts
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