Welcome to the Q2 2023 edition of the Ghost In The Machine
We revisit prior themes about China’s role and challenges in global commodity markets, ‘the Commodity Supercycle’ and Bitcoin as a store of wealth.
The Sugar market has been on fire for much of the year to date, in contrast to a good many other commodities, so what is the supply and demand outlook, and how does this fit in with the broader reduction in risk appetite for commodities?
Labour markets have tightened sharply in Europe and North America since the pandemic, largely due to a sharp reduction in labour force participation rates, but closer inspection of the US Household Employment survey highlights that counter to pre-pandemic trends, the proportion of women in the labour force has dropped, so why has this happened, and what are the issues that need to be tackled in policy terms.
Workplace ‘banter’ can be a very useful contributor to breaking down barriers in the workplace, and indeed ‘letting off steam’, but recent surveys by CISI and others reveal that it can sometimes be cruel, and move down through incivility and towards bullying, with negative implications for productivity.
AI (artificial intelligence) is a hot topic for both investors and society, and with regulators racing to establish operating and ethical guidelines, it is time to reconsider the broader risks and challenges.
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