Komoditná bublina sa vraj nevytvára
Takéto obavy má MMF. V prípade, že sa to potvrdí, tak sa jedná o prirodzený nárast cien v závislosti ponuka vs. dopyt (hoci čiastočná špekulácia určite existuje).
Global inflation has re-emerged as a major threat to the world economy, the International Monetary Fund said last week in a stark warning that marked an abrupt change of tone from its emphasis on the risks to growth.
John Lipsky, IMF deputy managing director, said "inflation concerns have resurfaced after years of quiescence" due to soaring energy and food prices. Mr Lipsky said global growth was slowing but headline inflation was "accelerating."
In an indication the commodities boom may not be the bubble imagined, Mr Lipsky said the forces pushing prices up "appear to be fundamental in nature" -- and these were being amplified by lower US interest rates and the dollar's decline.
He was "optimistic" that there would not be a repeat of the early 1970s, when increasing energy prices ushered in a period of rising inflation expectations and accelerating inflation, but he said this risk "cannot be discarded out of hand."
Článok: www.gata.org/node/6285
13.05.2008
