β οΈπ#logistic #Ρontainer #geopolitics
Ρontainer freight rates globally surged by a significant 61% in the past week, primarily driven by geopolitical conflicts in the Red Sea region.
global freight rates = pandemic-era levels
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JPMorgan: Red Sea crisis could jeopardize inflation fight as shipping costs spike globally ... the fight against inflation could stall in the coming months if shipping costs push the price of goods higher #inflation
Ρontainer freight rates globally surged by a significant 61% in the past week, primarily driven by geopolitical conflicts in the Red Sea region.
global freight rates = pandemic-era levels
ββββββββ
JPMorgan: Red Sea crisis could jeopardize inflation fight as shipping costs spike globally ... the fight against inflation could stall in the coming months if shipping costs push the price of goods higher #inflation
πͺπΊ#liquidity #inflation #macro #europe
the change in inflation and money supply (M3) in Europe.
the change in inflation and money supply (M3) in Europe.
β οΈπΊπΈ#inflation #liquidity #us
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
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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)
the M2 money supply in the US is once again on the rise, prompting concerns about a resurgence of inflation.
ββββββββ
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)
πΊπΈ#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)
Bianco Research: US home prices are again advancing faster than inflation.
βββββββββ
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)
β οΈπΊπΈ#inflation #monetarypolicy #us
US inflation is not showing signs of decreasing.
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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)
US inflation is not showing signs of decreasing.
ββββββββββ
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)
β οΈπ#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.
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.
β οΈπΊπΈ#us #inflation #history #analogy
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββ
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)
the current inflation dynamics in the US closely resemble those of the 1970s.
βββββββββ
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)
ππΊπΈ#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
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