Giro Lino's avatar
$2.6m follower assets
Food Inflation and Oil Prices
Food inflation will hit hard Emerging Markets. Also, we have to remember that ~12% of all calories consumed come from Russia and Ukraine. This is just the direct impact. There is a HUGE indirect impact from cattle, sheep, etc.

We recently wrote an entire post exploring the impact of higher food inflation and oil prices on markets. Check it out.

Reasonable Yield's avatar
Thanks for sharing
Joey Hirendernath's avatar
Great to have these informative snippets. Thank you for sharing