Consumer inflation expectations in US.. Jay Powell said the consumer won’t see the overshoot in inflation pic.twitter.com/1A3ETYiVrb
— Alessio (@AlessioTMAD) September 23, 2021
"While groupthink has anchored on headline CPI decelerating slightly in Aug, we are literally not seeing the prospects for inflation peak anywhere in the real world." – Jonesy
Can't say it enough: fade the narratives.
More from @HedgeyeDJ's Early Look: https://t.co/VjzDYYefPm pic.twitter.com/2AdaIOXgUs
— Hedgeye (@Hedgeye) September 23, 2021
ust10y > 1.41 pic.twitter.com/aPhfJTh9hX
— Alastair (@StockBoardAsset) September 23, 2021
Power crisis in EU is now affecting Zinc production. Nyrstar a major zinc smelter in Holland lowered production during peak time because of higher than expected electricity costs that are exceeding the rebound in the industrial metal
@AlessioUrban pic.twitter.com/0l6T443MB2— Menthor Q (@MenthorQpro) September 23, 2021