Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Crashed But Inflation Didn't Follow
Oil prices have plunged over ten percent in just five days, yet core inflation remains sticky. We examine why the traditional link between energy costs and consumer price stability is breaking down. With gold holding steady near record highs and wheat markets quiet, we dig into whether this oil selloff reflects a genuine demand collapse or a liquidity shuffle. The data suggests that while energy inputs are dropping, the underlying cost pressures in services and wages are decoupling from raw material trends. We look at the specific mechanics of this divergence to understand what it means for…
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