Inflation or Deflation 02 (Aug 14 - Dec 25)

[behappyalways]

June inflation data will be higher


El-Erian: Too Early to Say US Inflation Has Peaked
https://m.youtube.com/watch?v=1ApY1oX6k9c&t=89s

[behappyalways]

Fed Chair Powell is 'losing total control' of inflation narrative, says Mohamed El-Erian
https://m.youtube.com/watch?v=j1yH5LZQyeM

[behappyalways]

俄烏戰爭成一場"完美風暴" 引發多重危機 TVBS文茜的世界財經周報 20220612
https://m.youtube.com/watch?v=b79BF40-isM

[winston]

Why is China’s inflation rate low compared to the US, Europe and Britain?

Global inflation is soaring, reaching a 40-year high in the US, thanks to sky-high food and energy prices that have been exacerbated by the war in Ukraine

But China’s inflation rate has been relatively low, due to its limited stimulus during the pandemic and the weighting of goods and services in its CPI basket

by Frank Tang

China gives more weight to clothes and food, which fits its status as an upper middle-income country, the US places more emphasis on shelter and transport, both of which are easily affected by global energy prices and domestic monetary conditions.

China Securities Co, estimate the weighting for food increased to 18.4 per cent, versus 7.8 per cent in the US.

For clothing, China’s weight is 6.2 per cent versus 2.8 per cent in the US.

Rent accounted for 16.2 per cent, about half the US weighting at 32 per cent, while transport was 10.1 per cent in China, lower than 15.1 per cent in the US, he said.

Source: SCMP

https://www.scmp.com/economy/economic-i ... europe-and

[behappyalways]

Leading economies at risk of falling into high-inflation trap, BIS says
https://www.ft.com/content/b937e023-c86 ... 266d84f149


英國鐵路勞資談判破裂 3天大罷工癱瘓運輸網 TVBS文茜的世界周報-歐洲版 20220625
https://m.youtube.com/watch?v=SZVTSCK_GbE

[behappyalways]

美國通膨40年來最高 生活花費每月多250美元 TVBS文茜的世界財經周報 20220626
https://m.youtube.com/watch?v=FRcopwOj_Qw


Iranian Food Consumption Plummets As Prices Soar
https://www.zerohedge.com/geopolitical/ ... rices-soar

[behappyalways]

Investors beware...

Inflation Nowcasting

Source: Cleveland Feds

https://www.clevelandfed.org/our-resear ... sting.aspx

[behappyalways]

為通膨所逼! 土耳其醫生大出走 辛巴威發行金幣｜方念華｜FOCUS全球新聞 20220706
https://m.youtube.com/watch?v=dtwcfjoUhhs

[winston]

5 signs inflation could be secretly going down

by Will Daniel

1. Oil’s big dip
2. Natural gas, metals, and lumber too
3. Forward-looking inflation expectations
4. A cooling housing market
5. Cracks in consumer spending

Source: Fortune

https://finance.yahoo.com/news/5-signs- ... 00310.html

[winston]

5 Reasons Michael Burry & Billionaire Investors Aren’t Spooked by Red-Hot Inflation

1. Economic demand is waning
2. The Fed is hiking rates
3. Supply chains are improving
4. Inventory stockpiles are huge
5. Freight prices are dropping

Source: Investor Place