19/05/2021
Analysis, thoughts and observations on current commodities boom, the SA Rand and inflation.
Since we are emerging from a 1-in-100 year economic slump, we may now be looking at a one-in-100 year commodity boom which could spark a new inflationary secular cycle. The CRB commodity index is on a post-covid restocking tear as prices of virtually all commodities skyrocket due to restocking and s
