Surging commodity prices sound inflation alarm – The Australian Financial Review

But banks, miners and energy companies are powering ahead as investors jump into the stocks that stand to benefit from policies to lift economies out of the pandemic doldrums.
That has invited uncertainty into markets.
There are fears that a combination of persistently large government budget deficits, alongside an institutional softening of attitudes within the worlds major central banks, will pave the way to an era of much higher inflation which lasts for years, if not decades, Capital Economics…

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