The global commodities market is at a vital point in its current cycle. Years of underinvestment have caused massive supply problems in the energy market. Climate change has drastically changed the food production supply chain. And central bank rate hikes are adding to real yields - creating a headwind for gold investors at a time when gold should be thriving.
It's also been just over a year since Russian forces invaded Ukraine, causing already high prices to soar even more. At the outbreak of the war, some energy prices increased by more than 100% in a matter of days. According to McKinsey, more than 1,000 companies have withdrawn their operations in Russia, the world's 11th biggest economy, since the first days of the invasion.
While we recognise the tragedy and injustice of war, we also cannot avoid its impact on financial markets.
As the conflict enters its second year, Livewire's economics series Signal or Noise is taking a closer look at how the war has changed investing and the wider economic landscape. We'll also take a close look at the commodities market - the asset class which saw the biggest single movements as a consequence of the war.
7 commodities (and 8 stocks) to watch in this complex market
Where these investors are putting over $3 trillion to work in markets
Could ASX earnings and dividends beat the odds and rise this year?
Why there is no credit crunch coming in 2024
Why Australia is already in a recession (but the RBA can’t afford to cut interest rates)
Signal or Noise: Are we at the start of the next house price boom?
How to invest in a market full of confusing signals
Signal or Noise: 10 things every investor should know right now
Why these fund managers think the hiking cycle is done (and what it means for your investments)
7 key themes (and 4 stocks) to watch this ASX reporting season
Why the ASX is trading like a recession is coming (and the NASDAQ isn’t)
The ultimate guide to Australian income investing
Signal or Noise: Why the RBA’s May rate hike was the right decision
Is this the start of a second Global Financial Crisis?
The biggest event in markets is happening right now
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast