The Great Debate

Anti-Keynesians and falling commodity prices

June 8, 2010

Policymakers’ new enthusiasm for cutting budget deficits will slow growth across the advanced industrial economies, cutting the outlook for commodity consumption and prices over the next 2-3 years.

Real commodity prices and the U.S. rate cycle

February 10, 2010

– John Kemp is a Reuters columnist. The views expressed are his own. –

from Commentaries:

CFTC prepares to recant speculators’ influence

July 29, 2009

johnkempcrop-- John Kemp is a Reuters columnist. The views expressed are his own --

Like Archbishop Thomas Cranmer before he was burned at the stake for heresy, the U.S. Commodity Futures Trading Commission (CFTC) seems about to make a dramatic recantation.

Africa and the global economic crisis

April 1, 2009

- Jorge Maia is head of Research and Information for Industrial Development Corporation of South Africa, established in 1940 to promote economic growth and industrial development. The opinions expressed are his own –

Should there be limits on commodity investment?

March 9, 2009

John Kemp Great Debate– John Kemp is a Reuters columnist. The views expressed are his own –

Commodities send coded clues on inflation

February 23, 2009

John Kemp Great Debate– John Kemp is a Reuters columnist. The views expressed are his own –

Commodities and the Great Conundrum

November 3, 2008

John Kemp– John Kemp is a Reuters columnist.  The views expressed are his own –

Easing cost pressures on commodity producers

October 23, 2008

John Kemp(John Kemp is a Reuters columnist. The opinions expressed are his own)

LONDON (Reuters) – As the economic outlook darkens, and speculative interest in commodities and other risk assets wanes, prices have fallen back from the upper part of the trading range set by fundamentals, and the market is now hunting for the floor set by supply-side cost structures and producer strategies.