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Pump up the Jam!

Pump up the Jam!

As well as relating developments in commodity prices with measures of ‘real’ economic activity, such as industrial production and merchandise trade flows, our work also looks closely at the interplay the effect with money supply. Milton Friedman’s lapidary remark that...
Mean reversion & market opportunity

Mean reversion & market opportunity

In the course of the very public battle of the egos playing out between DoubleTree’s truculent Jeff Gundlach, and that Flower Child of the bond market, Bill Gross, the former seems suddenly to have discovered an enthusiasm for commodities which he has been promoting...