South Africans struggle under the yoke of rising food prices.
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While the Fed pours money into an economy that doesn't need it...
In today's Exponential Investor...- Boaz and I talk inflation
- Backing up the mortgage-backed securities market
- What's driving the tensions in South Africa, and could they spread?
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With Sam in his final week of paternity leave, I'm joined once again by the ever-insightful Boaz Shoshan. We discuss the latest inflation data which has "surprised" many commentators in the US and the UK, and the political paradox at the heart of the mortgage-backed securities market. Finally, we move on to the sad news coming out of South Africa, and wonder whether the conditions which made the violence and rioting likely there, might be replicated elsewhere too. I hope you enjoy it...  Kit Winder Co-editor, Exponential Investor |
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Sam is still away on paternity leave, but luckily I've recovered enough to get chatting with Boaz Shoshan about oil markets and some concerns about the solar market. Boaz believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought…
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| A departure from the norm |
It's Boaz Shoshan here – I'm normally the one holding the fort over at Exponential Investor's sister publication Capital & Conflict, but due to the present circumstances I'm writing Friday's letter. Normally on a Friday, you'd be hearing the weekly podcast from my erstwhile colleagues Sam Volkering and Kit Winder.…
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