Canonizing Turbulence: Supply-Side Structural Reform in 2018

Volatility in commodity prices can be expected in 2018 due to the new political energy behind supply-side controls and the institutionalization of environmentally-motivated production restrictions at the local level. More volatility appears probable even as demand-driven reflationary pressures in China are weakening with slowing credit and bank asset growth.

Posted November 14, 2017
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