Inflation or Deflation 03 (Jan 24 - Dec 27)

[behappyalways]

Wow. The breadth in commodity price spikes is the highest in two years, per Bloomberg. This is not disinflationary
https://x.com/Mayhem4Markets/status/1795094937270116731

[behappyalways]

Is Fast Food Affordable Anymore? A Detailed Look At Menu Prices Over The Years
https://www.zerohedge.com/economics/fas ... over-years

[winston]

The Fed’s inflation reading is hilariously wrong

by Peter Schiff

In the first two years of the pandemic, the US government debt surged by $7 trillion.

Over the same period, the Federal Reserve created $5 trillion in new money-- with most of that going to buy Treasury bonds.

In other words, the Fed ‘printed’ over 70% of the money that the US government borrowed in the first two years of the pandemic. And that $5 trillion of new money created 9% inflation.

So just imagine how much inflation the Fed will create if they print 70% of the $20 trillion that the US government will need over the next decade...

No one knows for sure. But it’s probably going to be a lot more than their magical 2% target.

Source: Schiff Sovereign

[behappyalways]

Major Brands Push 'Upflation' Gimmick To Drive Up Sales
https://www.zerohedge.com/markets/major ... rive-sales

[winston]

5 signs inflation will soon be finished

by Rick Newman

Goods are now dropping in value

Rent inflation is finally improving

Cars are finally getting cheaper

Car insurance costs seem to have peaked

Consumers are less worried about inflation

Source: Yahoo Finance

https://finance.yahoo.com/news/5-signs- ... 48507.html

[winston]

Jamie Dimon: Large fiscal deficits, infrastructure needs, restructuring of trade and remilitarization of the world, all create high risk of substantial inflation.

Source: Schiff Sovereign

[behappyalways]

Are Americans too poor to afford sanitary napkins?
The price of a piece of sanitary napkin exceeds 40%, leading to the dilemma of "menstrual poverty"

美國人窮到買不起衛生棉？一片衛生棉漲逾四成陷入「月經貧窮」困境｜十點不一樣20240824

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

[behappyalways]

Global Food Prices Jump Most In 18 Months As Supermarket Inflation Storm Worsens
https://www.zerohedge.com/commodities/g ... rm-worsens

[winston]

5 reasons why inflation will be stickier than expected going forward, Deutsche Bank says

by Filip De Mott

1. Initial interest-rate cuts have been more broader and deeper than expected on a global basis.

2. Stimulus momentum in China and worsening geopolitics in the Middle East have triggered a notable pickup in commodity prices.

3. Odds of a US recession are ebbing as the economy shows signs of resilience that could keep inflation elevated.

4. September's consumer price index report surprised investors last week.

5. Money supply growth is still accelerating.

Source: Business Insider

https://finance.yahoo.com/news/5-reason ... 23243.html

[winston]

by behappyalways

IMF: Global inflation is receding!

The European Central Bank cuts interest rates for the third time, and the US is expected to weaken and China is expected to land

https://m.youtube.com/watch?v=J_B4ldA6O-E