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 correlation does Kevin suggest will break down regarding gold?

How has the CRW raw materials index performed since last November?

What does the blue line in Neil Dutta's chart represent?

What is the significance of the inflation expectations mentioned in the quiz?

What does Ben Emmons suggest about China's PPI and coal prices?