Argus Chief Economist David Fyfe explores the global events impacting commodity markets. Through podcasts and blog posts, this series looks at the micro issues affecting one or more markets, and places them in a macro context. Listen or read to be kept informed of the latest developments.
Argus podcast episodes are available on a variety of podcast platforms as well as the Argus Blog, where each episode can be streamed and is provided with a full transcript and related links.
Listen and subscribe to Argus podcasts on Apple Podcasts, Spotify or Stitcher.
Latest installments of From the Economist's Chair, featuring David Fyfe
31 August 2023
From the Economist's Chair: Between Johannesburg and Jackson Hole
Proposals to expand the BRICS grouping have reignited speculation over de-dollarization of the world economy, but rumours of the dollar’s imminent demise seem premature. Atlantic Basin economies are learning to live with higher-for-longer interest rates, leaving sub-par...
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Crude oil English Global
21 March 2023
From the Economist's Chair: Damned if they do, damned if they don’t
Recent banking sector turmoil has raised concerns over sector contagion and a repeat of the Great Financial Crisis of 2008. Although more substantial financial buffers in place this time around will likely prevent a repeat of events seen 15 years ago, these sectoral str...
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Crude oil English Global
07 March 2023
From the Economist's Chair: Markets re-embrace inflationary narrative
Commodity prices have eased from early-2022 peaks but generally remain elevated compared to pre-invasion norms. Premature optimism in early-2023 that the worst of broader inflationary pressures and interest rate hikes had passed has now subsided, amid the realisation of...
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English Global Crude oil Metals Agriculture
22 December 2022
From the Economist's Chair: Global Commodity Review & Outlook 2022-2023
Calendar 2022 has been a tumultuous year for the global economy, for geopolitics, and for energy and commodity markets, with little likelihood of a return to “business-as-usual” in 2023. Here we highlight seven key themes and policy shifts that have emerged to affect co...
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Africa Asia-Pacific Crude oil Europe FSU Global Latin America and Caribbean North America Oil products
05 September 2022
From the Economist's Chair: Are we nearing a dollar inflection point?
As the US dollar index breaches 20-year highs, many foresee an imminent cyclical devaluation, although rumours of the demise of the dollar as the de-facto global currency look premature.
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English Global Crude oil
15 August 2022
From the Economist's Chair: Watching the storm clouds
Recent commodity market focus has centred on gathering economic storm clouds, with predictions that rising interest rates, burgeoning inflation and European energy crisis could tip the Atlantic Basin, if not the broader global economy, into outright recession. While thi...
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Africa Crude oil Asia-Pacific English Europe FSU Global Latin America and Caribbean Oil products North America
08 August 2022
From the Economist's Chair: Silver linings for oil demand among the recessionary storm clouds?
Slowing economic momentum has weighed on commodity prices since early-June, but the enduring strength of gas prices could lend some support to otherwise faltering oil demand.
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Agriculture Chemicals Coal Crude oil Fertilizer Freight & Transportation LPG/NGL Natural gas/LNG Metals Oil products Power Global Asia-Pacific Europe North America English