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Commodity prices experienced a synchronised upswing following the post-pandemic reopening and then a period of moderation since the peaks that followed the Russian invasion. In 2024, however, various commodity complexes have displayed an asynchronous pattern which reflects very different demand-supply fundamentals in a more fractured global order.
Join us as we explore recent developments in major commodity markets and tease out the risks to inflation of a more persistent and drastic increase in global commodity prices.
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