Macro/Econ

Costs

Peter Boockvar on commodity prices… Here’s an update on commodity prices. The CRB raw industrials index closed yesterday at just under a 10 year high. The CRB food index closed at an 8 year high. CRB Raw Industrials Index CRB Food Price Index Josh here – Inflation protection is on everyone’s minds right now. It’s…

promises

Debts are promises. We’re making a lot of promises – implicit and explicit – these days.