Enter the Third Horseman
...what is really catching the attention of Goldman Sachs now is the outlook for agricultural prices. Or as Jeff Currie, head of commodities research at the US bank, says with disarming cheer: “We think we could go into crisis mode in many commodities sectors in the next 12 to 18 months...and I would argue that agriculture is key here...”
Read the whole thing, please, along with these two European perspectives on the big picture.
Then act accordingly.