Look for:

Our offer for

Research Detail

2021/05/25 / Erste Group Research

As the pandemic situation improved in the US, China, and recently also in Europe, and restrictions have been gradually eased, global demand for raw materials has soared. Rising demand, coupled with supply chain disruptions and low inventories, is pushing up commodity prices. While global demand increased quickly, it will take a bit longer for the supply side to adjust and catch up. Even though the current higher raw material prices and shipping costs likely have a temporary nature, we could see some pass-through to inflation.

General information

AuthorErste Group Research
Product nameVideo
Topic in focusFX, Macro/ Fixed income
Economy in focusCEE
Currency in focus-
Sector in focus-


We use cookies and web analysis software to give you the best possible experience on our website. If you consent, these tools will be used. For more details please read our Data protection policy.


Any information, material and services regarding financial instruments and securities provided by Česká spořitelna/Erste Group/ or any of its affiliates (collectively “Erste Group“) on this and any linked website hereafter (jointly the “Websites“) shall be exclusively to investors who are not subject to any legal sale or purchase restrictions.

By agreeing to this hereto, the visitor entering this Websites confirms that has read, understood and accepted this Information and the Disclaimer