Inflation or Deflation 02 (Aug 14 - Dec 25)

[behappyalways]

Inflation Is Actually a Lot Higher Than You Think
https://www.bloomberg.com/opinion/artic ... emium-asia

[behappyalways]

Worried About Inflation? Bonds and Gold Don't Care
https://www.bloomberg.com/opinion/artic ... nd=opinion

[behappyalways]

Is inflation at an inflection point?
https://www.youtube.com/watch?v=gpXkZVIB3vk

[behappyalways]

Bank of England official warns inflationary ‘tiger’ has awoken, sending bond yields higher
https://www.cnbc.com/2021/02/26/bank-of ... igher.html

[behappyalways]

U.S. coffee roasters weigh price increases, cite shipping inflation
https://www.reuters.com/article/us-tran ... SKBN2AV0FK

[behappyalways]

The evidence of rising prices is mounting. A pair of ISM purchasing managers reports last week, for example, showed that companies are paying sharply higher prices for a wide array of supplies they need to produce goods and services.

One price barometer for business supplies soared to a 10-year peak, leading one wholesale executive to fret about “an ongoing influx of price increases due to raw-material shortages, labor shortages, and transportation delays.”

The U.S. economy is ready to surge again. So is inflation
https://www.marketwatch.com/story/the-u ... ewer_click

[behappyalways]

Strange that I came across many videos which man on the street complains about inflation yet feds does not seem to notice

Critical Component For New Home Building Has Skyrocketed In Price And Going Higher, I TOLD YOU SO!!!
https://m.youtube.com/watch?v=NYlU7oPLfn8

[behappyalways]

Coca-Cola CEO says company will raise prices to offset higher commodity costs
https://www.cnbc.com/amp/2021/04/19/coc ... ssion=true

[behappyalways]

"Buckle Up! Inflation Is Here!"
https://www.zerohedge.com/markets/buckle-inflation-here

[winston]

Global Strategy: Inflation ahead – Seeking pricing power

The Covid-19 crisis has significantly depressed inflation, but with the ongoing vaccine rollout and brighter prospects of a recovering global economy, focus has shifted to rising prices and how inflation would behave in a post-vaccine world when an unleashing of accumulated savings is likely to boost final demand significantly.

Certainly, there are still deflationary forces out there as employees are still furloughed with the various Covid waves, and this spare capacity should keep a lid on wage deals.

However, in certain sectors supply may not keep up with a sudden bounce back in demand, especially if some capacity has not survived the lockdowns.

For instance, many restaurants, entertainment venues and hotels have shut down and will take time to re-start. Hence businesses with higher pricing power should be better placed to exploit any surge in demand.

Besides the potential for higher wage costs in the future, other input costs such as commodity prices would also impact margins.

Source: OCBC