HSBC warns of commodity bull run, while housing affordability declines post-COVID.

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As HSBC alerts about a burgeoning commodity bull run amidst geopolitical tensions, concerns over inflation deepen, compounded by declining housing affordability, which poses challenges for middle-class homeownership in major U.S. metros.

Key points:

  • HSBC warns of an emerging “weak” commodity bull run driven by geopolitical factors and global industrial cycle.
  • Rising commodity prices contribute to inflation concerns, posing challenges for Fed Chair Powell.
  • Housing affordability declines significantly post-COVID, limiting options for middle-class households in major U.S. metros.
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Sources:

https://www.zerohedge.com/commodities/central-bank-observers-take-note-hsbc-warns-weak-bull-commodity-run-has-begun

https://katusaresearch.com/buckle-up-the-commodities-bull-market-is-here/

https://www.zerohedge.com/markets/middle-class-cant-afford-homes-nearly-half-top-100-us-metros-study-finds

https://schiffgold.com/commentaries/the-copper-supply-shortage-is-here/

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Potential Implications:

  • Surging commodity prices may exacerbate inflationary pressures, complicating monetary policy decisions.
  • Declining housing affordability could deepen socioeconomic disparities and limit middle-class homeownership.
  • Governments’ inflationary policies risk eroding purchasing power and transferring wealth from real wages to the state.

 


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