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Plotlines: Gold falls vs oil, a murky inflation signal
Gold’s oil-buying power is at its lowest in three years. (The chart shows the price of oil rising relative to the price of gold.) Hedge funds and other traders who play the gold/oil spread could be...
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Oil and the dollar no longer linked
The correlation between oil prices and the dollar seen since the third quarter of 2007 has weakened. Investors had sold the dollar as U.S. economic prospects dimmed and bought oil as a hedge against...
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Deflation to jump the shark?
The recent spate of shark attacks on Australian beaches could mark a turning point in global deflation and signal a change in fortunes for some beleaguered emerging economies, if Nomura strategist Sean...
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Grain markets flashing warning signs
Another food price spike could be on the horizon, analysts told Reuters. Consider these factors: * Grain prices, led by soybeans, have been up since March. * South America’s crop is expected to be...
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Start building the bunker
They keep telling us that the recession is over so maybe now's the time to start worrying about inflation. That's the view many wealthy investors are already taking, reasoning that a little bit of the...
View ArticleBeef off menus, on agenda in Argentina
If there’s one thing that gets Argentines hot under the collar, it’s rising beef prices, so it’s not surprising that surging costs at the butcher shop are ringing alarm bells at the presidential...
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