Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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πŸ‡ͺπŸ‡Ί#liquidity #inflation #macro #europe
the change in inflation and money supply (M3) in Europe.
βš οΈπŸ‡ΊπŸ‡Έ#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
β€”β€”β€”β€”β€”β€”β€”β€”
correlation between M2 money supply and inflation in the US (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s

US consumer inflation: present days vs. 1970s (chart)
πŸ‡ΊπŸ‡Έ#realestate #us #inflation #macro
Bianco Research: US home prices are again advancing faster than inflation.
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the surge in global real estate values has far exceeded the pace of inflation = historically, this has resulted in a significant correction in the real estate market, as property prices typically grow in the long term at the rate of inflation (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #monetarypolicy #us
US inflation is not showing signs of decreasing.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
βš οΈπŸ‡ΊπŸ‡Έ#us #inflation #history
US - inflationary waves of the 1930s-1940s and the 1970s.
⚠️🌎#inflation #world #commodity
prices of agricultural commodities = 10-year highs.

there is a significant divergence between agricultural commodity prices and other commodities, suggesting the potential for commodities prices to rise.
🌎#inflation #g7
consumer inflation in the G7 countries continues to fall
βš οΈπŸ‡ΊπŸ‡Έ#us #inflation #history #analogy
the current inflation dynamics in the US closely resemble those of the 1970s.
β€”β€”β€”β€”β€”β€”β€”β€”β€”
the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
πŸŒ•πŸ‡ΊπŸ‡Έ#farmland #us #food #gold
over the past 30 years, farmland has boasted an average annual return of 10.52%, dwarfing gold's 5.67%.

#inflation farmland also acts as a potent hedge against inflation, with its value and the price of agricultural products typically rising in tandem with the cost of living.
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FT: investors plough record amounts into US farmland
πŸ‡ΊπŸ‡Έ#food #inflation
fast food price inflation since 2014

#MCD McDonald's is a great business.
βš οΈπŸ‡ΊπŸ‡Έ#inflation #us #copper #correlation
the correlation between copper prices and US inflation signals the start of inflationary growth.
β€”β€”β€”β€”β€”β€”β€”β€”β€”
the current inflation dynamics in the US closely resemble those of the 1970s (chart)

the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
⚠️#bonds #us #inflation
the yield on 10-year US Treasuries continues to rise against the backdrop of potential inflation growth in the US.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
copper prices signal the start of US inflationary growth (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
β€”β€”β€”β€”β€”β€”β€”β€”
correlation between M2 money supply and inflation in the US (chart)

copper prices signal the start of US inflationary growth (chart)

the current inflation dynamics in the US closely resemble those of the 1970s (chart)

the markets fear a second wave of inflation akin to that of the 1930s or 1970s (chart)

MarketDesk: Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #us
US consumer inflation expectations are rising rapidly.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)
βš οΈπŸ‡ΊπŸ‡Έ#inflation #us #analogy #macro
the current inflation dynamics in the US closely resemble those of the 1970s.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
US consumer inflation expectations are rising rapidly (chart)

the Fed's greatest fear is the resurgence of inflation, akin to the 1970s (chart)