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commodity demand

April 16, 2022 By Asi de Silva

US Housing Market Should Cool

US housing market should cool, due to spiking mortgage rates, but a 2008 type collapse is unlikely. The mortgage market has remained resolutely fixed rate during the current bull market, which underpins our sanguine outlook. Yes, there are signs of excess, but there’s no risk of monthly payment ballooning considering that variable rate funding is […]

Filed Under: Blog, News, The Dispatch Tagged With: Commodities, commodity demand, CryptoPunks, equity positioning, goods consumption, home prices, inflation, mortgage, mortgage rate, NFT collateral, NFT loans, NFTs, US housing, used auto prices, wealth effect

October 9, 2021 By Asi de Silva

Energy Policy and Future Supply Crunch

This week’s focus is energy policy and how it contributes to energy supply crunch. Simply put, we are attempting the clean energy transition by vilifying traditional sources of energy. This is leading to underinvestment that is likely to cause sustained higher prices to consumers. Despite The Dispatch wanting a cleaner, lower carbon future, it has […]

Filed Under: News, The Dispatch Tagged With: Bitcoin El Salvador, BofA crypto research, China crypto ban, China crypto restrictions, Commodities, commodity demand, Compound, CPI, crypto hack, Defi, Energy prices, energy transition, inflation, Money transfers, Tether reserves, Tether risks, used auto prices

September 25, 2021 By Asi de Silva

China Crypto Ban & Policy Change Hits Evergrande

China’s crypto ban (again) and Chinese policy changes driving the Evergrande crisis are this week’s focus. When the world’s second largest economy bans an asset class and the largest token (bitcoin) only drops ~5%, does that not seem like a source of strength? Yes, the volatility is unpleasant, but that’s why The Dispatch believes appropriate […]

Filed Under: News, The Dispatch Tagged With: China crypto ban, China crypto restrictions, China policy, China RE policy, commodity demand, Evergrande

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