Cantillon Effect: Real Estate Prices Must Go Up? US Home Inventories Collapsing While Rents Collapse

by Jason Burack of Wall St For Main St Rents in many major metro areas in the US are collapsing during the pandemic, evictions are frozen (for now at least) and at least…

Continue Reading Cantillon Effect: Real Estate Prices Must Go Up? US Home Inventories Collapsing While Rents Collapse

Why are food prices soaring? Wheat prices are up 37% from their low and corn prices are up 61%. Both are at the highest levels in years.

This matters for emerging markets (EM) more than developed markets, because lower incomes in EM means a higher proportion of spending goes on food. There's enough famous Marie Antoinette "let…

Continue Reading Why are food prices soaring? Wheat prices are up 37% from their low and corn prices are up 61%. Both are at the highest levels in years.