I’m a lot more worried about gas, oil and wheat than about abstract financial instruments...
At the moment Nickel seems to be the biggest problem. The price is a hockey stick at the moment.
Apparently short covering is going on in nickel market.
Russia seems willing to sell gas and oil and I don’t see why that would change, so I am not worried.
I don’t eat much wheat although I do worry about substitution effect of wheat and rice.
I’m a lot more worried about gas, oil and wheat than about abstract financial instruments...
At the moment Nickel seems to be the biggest problem. The price is a hockey stick at the moment.
Apparently short covering is going on in nickel market.
Russia seems willing to sell gas and oil and I don’t see why that would change, so I am not worried.
I don’t eat much wheat although I do worry about substitution effect of wheat and rice.