https://richesflores.com GLOBAL MACRO AND THEMATIC INDEPENDENT RESEARCH Fri, 20 Jun 2014 10:19:30 +0000 fr-FR hourly 1 https://wordpress.org/?v=6.8.5 https://richesflores.com/wp-content/uploads/2019/05/cropped-LogoRFRSquare512-32x32.png https://richesflores.com 32 32 https://richesflores.com/2014/04/30/commodities/ Wed, 30 Apr 2014 15:04:55 +0000 https://richesflores.com/?p=3708 Has the time come for commodity markets to increase again?

After three years of stagnation, a growing number of investors have been tempted to think so in recent weeks. This renewed interest is hardly surprising given that equity markets are brimming with confidence in the belief that the global economic picture is gradually improving. Our contrarian economic outlook is naturally quite skeptical of a recovery in global commodity prices. Despite geopolitical and weather-related stress, the international environment runs the risk of suffering a broad downturn amid rampant disinflation and ongoing growth disappointments. Against this backdrop, it would be gold that stands the most likely chance of increasing in value...assuming that long-term real interest rates weaken.

  Contents

1. Unusually stable prices since 2012 
2. Energy bills generally manageable... 
3. ... thanks to falling consumption 
4. Keeping an eye on agriculture... 
5. Precious metals: end of QE could trigger a rise… 
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In the U.S., where recent corporate earnings and leading indicators have fallen short of expectations;

]]> https://richesflores.com/2014/03/07/global-inflation-disinflation-is-gaining-ground-across-the-globe/ Fri, 07 Mar 2014 08:00:04 +0000 https://richesflores.com/?p=3093 In fact, as of December 2013, nearly half the countries (39) in our sample of 80 countries had inflation rates of less than 2%, which is markedly higher than a year ago (24). T]]> https://richesflores.com/2013/09/16/the-u-s-economy-far-too-early-to-break-out-the-champagne/ Mon, 16 Sep 2013 13:57:17 +0000 https://richesflores.com/?p=2174 https://richesflores.com/2013/08/23/world-growth-monitor/ Fri, 23 Aug 2013 07:38:12 +0000 https://richesflores.com/?p=2011 https://richesflores.com/2013/05/30/france-germany-comparing-20-years-of-economic-history/ Thu, 30 May 2013 13:31:57 +0000 https://richesflores.com/?p=1703 https://richesflores.com/2013/05/12/inflation-monitor/ Sun, 12 May 2013 09:18:02 +0000 https://richesflores.com/?p=1542