Inflation or Deflation 03 (Jan 24 - Dec 27)

[behappyalways]

Japanese New Year's ingredients are incredibly expensive!
Salmon roe prices have skyrocketed by 27%.
Luxury and affordable ingredients are both rising in price.
Japanese families are carefully budgeting and preparing for the New Year's feast.

日本年菜食材貴鬆鬆! 鮭魚卵售價狂飆27% 奢華.平價食材齊漲 日家庭精打細算.張羅年菜│記者 簡雪惠│國際焦點20251230│三立新聞台

https://m.youtube.com/watch?v=SdLMLSMFT_M

[behappyalways]

Where Food Inflation Is Expected To Hit Hardest In 2026
https://www.zerohedge.com/personal-fina ... rdest-2026

[behappyalways]

German inflation surges to highest in more than year on Iran war
https://www.theedgesingapore.com/news/g ... r-iran-war

[winston]

Inflation

Now, despite that lag time, we still have clues about how prices have moved during the war. Consider what’s already happened in the real economy:

Gasoline: The national average jumped from $2.98 before the war to a peak of $4.11 – a 38% surge in just six weeks.

Shipping: The U.S. Postal Service filed for an emergency 8% delivery surcharge to combat rising transportation overhead.

Agriculture: Essential fertilizer prices spiked more than 40% in a single month, baking higher costs into the upcoming fall harvest.

Air Travel: Delta raised checked bag fees to $45 to offset jet fuel costs, which have soared nearly 88% in major hubs since the conflict began.

E-Commerce: Amazon and other major retailers implemented a new 3.5% fuel surcharge taking effect April 17 to cover skyrocketing diesel costs for delivery fleets.

Utilities: Natural gas volatility has already pushed wholesale electricity prices up to 45% higher in some regions, signaling a massive spike in summer cooling bills.

Aluminum: Prices surged 8% in March alone, impacting the cost of everything from soda cans to consumer electronics and auto parts.

Plastics: Polyethylene and polypropylene prices – the building blocks for food containers and bottles – surged 37% to 40% since the start of the war.

Bottom line: Today’s data wasn’t an inflation shock, but it establishes a higher baseline than we’d prefer before such a shock might arrive.

Source: Investor Place

[behappyalways]

The effects of war continue! Synthetic fiber prices surge... Apparel, furniture, and automotive i...
https://m.youtube.com/watch?v=RcRrLxDpSb8

[winston]

From paint to planes, Iran war lifts costs, darkens outlooks
Dozens of firms have withdrawn guidance or signalled price hikes since war began

Executives flagged rising transport and raw material costs, particularly linked to disruption in the Strait of Hormuz, and sharply reduced visibility.

Travel companies have been among the hardest hit, as higher jet fuel prices force airlines and tour operators to hike fares, add fuel surcharges or ground aircraft, while geopolitical tension dents consumer confidence.

Source: Reuters

https://www.businesstimes.com.sg/intern ... s-outlooks