Saturday, June 4, 2022

The last time commodity prices rose as much ....

50 years ago, in 1972 and 1973 commodity prices soared (especially, but not only the oil price).   This led to the deepest (until then) post-war recession.  Not just because of the rise in commodity prices, but the aggressive tightening by central banks which ensued.  I fear that we are facing a similar situation today.  I think there is a high chance that  2023 will be a recession year, and there is unfortunately the chance that it will be a deep recession.




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