How long will this round of bulk rise last? Influence geometry? The price increase is transmitted to the terminal, and imported inflation is generally controllable (Sohu)

Sohu (China) published an article stating that under the influence of multiple factors, commodity prices have risen rapidly recently. Since the impact of the new crown epidemic in 2020, the expectation of a recovery in global demand has continued to drive up commodity prices. At the same time, the Fed has not substantially tightened its operations, and the overseas financial system is still very liquid. Driven by the mismatch of supply and demand and loose liquidity, the prices of bulk commodities have seen rapid rises again recently. Taking agricultural products as an example, the export restrictions of agro-industries have pushed up prices continuously. According to statistics from IFPRI, a total of 18 economies have issued 41 policies on agricultural export restrictions since March 2020, which is also one of the main factors that have catalyzed the surge in global agricultural prices. Republished in Hexun.