Rebound in the EU led by Germany appears to have pushed inflation above forecasts. Uncertainty amid the unrest in the Arab world is driving oil prices up, however impacts may be largely speculative and unsustainable. Growth is slowing marginally in China as it seeks to cool overheating. The odd one out is India who’s inflation rate is out pacing it’s Asian neighbors. -RM
AboutCurrently concentrating on supply chains for construction materials - Steel, Copper, Aluminum, Concrete - primarily raw material flows (ore, LNG, precursors) with a focus on supply interruption and demand fluctuation - especially the role of commodity speculation.