Inflation or Deflation 02 (Aug 14 - Dec 25)

[behappyalways]

Here Comes Stagflation: Goldman Slashes GDP Estimate For Second Time In 3 Weeks, Sees "Bigger Inflation Surge"
https://www.zerohedge.com/markets/here- ... ees-bigger

[behappyalways]

A key inflation measure rose at fastest pace in 30 years in July
https://edition.cnn.com/2021/08/27/econ ... index.html

[winston]

Investors may be missing increased stagflation risks in ‘worsening Covid situation,’ BofA warns

By Christine Idzelis

Recent market rallies assume ‘limited’ economic damage from the delta variant and ‘little’ risk on the inflation front, says BofA Global Research

“The risk is increasing that Covid, as a negative and more persistent supply shock, leads to stagflation, in turn making Fed policy normalization challenging”.

“The market does not appear to be too concerned about Covid and inflation risks.”

Source: Market Watch

https://www.marketwatch.com/story/inves ... eid=yhoof2

[behappyalways]

China’s factory prices rise at fastest pace since August 2008
https://www.cnbc.com/2021/09/09/chinas- ... -2008.html

[behappyalways]

US Producer Prices Soar At Record Pace In August, Up 9 Months In A Row
https://www.zerohedge.com/economics/us- ... months-row

[behappyalways]

3M Warns Inflation Is Here To Stay, Sees Auto Production Tumbling More Than Expected
https://www.zerohedge.com/economics/3m- ... e-expected


One Of The Largest US Supermarket Chains Warns Inflation Is About To Impact More Americans
https://www.zerohedge.com/markets/one-l ... -americans

[winston]

Inflation still in the wind

Nobel laureate Paul Krugman wrote in a column that inflation may be temporary once the pandemic is under control.

However, the economist Mohamed El-Erian, president of Queens' College, Cambridge and an adviser to Allianz, predicted that supply-chain disruptions worldwide may last a couple of years and high prices may bring 1970s-style stagflationary headwinds to the global economy.

Small businesses across the globe continue to suffer from shortages and delays of key resources due to disruptions in the supply chain.

Such issues will be "complicating corporate and policy plans, and could undermine investments based on the ample liquidity injections from central banks that have pushed many markets ever higher," the veteran economist said in a Financial Times op-ed on Monday.

Added to inflation already in the pipeline, this can result in a stagflationary environment for the global economy that may be unfamiliar to people who did not live through the 1970s, El-Erian wrote.

Source: The Standard

https://www.thestandard.com.hk/section- ... n-the-wind

[behappyalways]

全球供应链断裂 这次通胀为何远超08金融危机？
https://m.youtube.com/watch?v=cFLMb4c9gXc

[behappyalways]

'Team Transitory' Loses Another One - OECD Warns Of Higher Inflation For Next Two Years
https://www.zerohedge.com/economics/oec ... at-economy

[behappyalways]

Is higher inflation cause for concern? | The Economist
https://www.youtube.com/watch?v=ZAWrcum9COU