https://www.federalreserve.gov/releases/h6/Current/
Investors see the combination of rising money supply and ongoing supply hits as the setup for prices that stay high even if activity slows. That mismatch is what stagflation looks like in real time.
US M2 money supply is rising at the fastest pace in five years.
The last time money supply accelerated this rapidly, inflation followed with a lag.
Today's increase is smaller than the COVID surge, but the direction is clear.
The longer Hormuz remains closed, the more money… pic.twitter.com/svxZL3L2wN
— Lukas Ekwueme (@ekwufinance) August 17, 2026
Most investors expect stagflation—weak growth combined with high inflation—over the next 12 months, Bank of America’s August survey shows.
49% expect stagflation, up from 47% in July.
Meanwhile, 43% expect an economic boom, the highest level since February 2022.
Optimism is fading, however, with just a net 14% expecting stronger global growth, down from 21% last month.
INVESTORS BRACE FOR GLOBAL STAGFLATION
Most investors expect stagflation—weak growth combined with high inflation—over the next 12 months, Bank of America’s August survey shows.
49% expect stagflation, up from 47% in July.
Meanwhile, 43% expect an economic boom, the highest…
— *Walter Bloomberg (@DeItaone) August 18, 2026
Diesel prices are around $5.40 today. Oil is at $85
To put this in perspective when diesel was last at $5.40 oil was at $108
Why? Because refinery capacity has collapsed and oil prices are being rigged lower
Diesel powers the economy. Another inflation spike next https://t.co/beD6Er48vM
— QE Infinity (@StealthQE4) August 18, 2026
The US economy keeps setting records, but it has almost stopped hiring.
Payrolls grew 1.2% a year over the previous decade. Since the start of 2025, they are up just 0.2% annualized. Unemployment, the prime-age employment rate, quits, and hires have all flatlined.
Call it a… pic.twitter.com/o7u5kWb0Q7
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 18, 2026
Now at 3.10% 🫣 https://t.co/K2uHeS0OIa
— Fifty Shades of Truth (@RamonGo62661955) August 18, 2026
🚨 BREAKING: $120 billion wiped from the Japanese stock market in less than 15 minutes.
The U.S. Treasury and Federal Reserve are rushing to absorb Japanese bonds by injecting dollars, seeking to prevent Tokyo from selling $1.4 trillion in U.S. debt on the open market and the… pic.twitter.com/cOX31TOiow
— SilencedSirs◼️ (@SilentlySirs) August 18, 2026