Deep Dive: Industrial Commodities, Inflation

The video tutorial explores Bloomberg charts, focusing on Kevin's analysis of gold's correlation with the dollar. It highlights Kevin's reasoning that gold is more sensitive to real rates than nominal rates. The tutorial also recommends Kevin's blog, macrotourist.com, for further insights. It discusses inflation expectations and actual CPI using Neil Dutta's chart, emphasizing the importance of data over expectations. Finally, Ben Emmons' chart on China's PPI and coal prices is examined, suggesting potential inflation importation from China.

What is Kevin's reasoning for turning bullish on gold despite its recent decline?

• Gold prices are influenced by speculative positioning.

• Gold is expected to follow the dollar's trend.

• Gold is more sensitive to real rates than nominal rates.

• Gold is less affected by inflation.

What does Kevin use to support his view on gold's decoupling from the dollar?

• CRW raw materials index

• Bloomberg commodity index

• Gold futures market

• Federal Reserve reports

What does Neil Dutta's chart indicate about inflation expectations and actual CPI?

• Both inflation expectations and actual CPI are rising.

• Both inflation expectations and actual CPI are declining.

• Inflation expectations are low, but actual CPI is rising.

• Inflation expectations are high, but actual CPI is low.

What is the main focus of Kevin's blog, macrotourist.com?

• Real estate investments

• Daily insights and Bloomberg charts

• Stock market predictions

• Cryptocurrency trends

What does Ben Emmons suggest about China's economic trend?

• China is moving from inflation to deflation.

• China is moving from deflation to inflation.

• China's PPI is decreasing while coal prices are stable.

• China's economy is stable with no inflation changes.