Declining growth, rising prices & everything rallies. pic.twitter.com/iBxg013UzM
— Sven Henrich (@NorthmanTrader) October 15, 2021
North America fertilizer prices YoY vs UN Food and Agri YoY… pic.twitter.com/Ahhm8W104v
— Ivan Krivicic (@IvanKrivicic) October 15, 2021
U.S. SMALL BUSINESS LABOR SHORTAGES, WAGE PRESSURES WORST IN 50 YEARS – BOFA
— Michael Brown (@MrMBrown) October 15, 2021
Inflation in Europe:
Oil: +80%
Gas: +1500%
Electricity: +90%
Metal: 145%
Coffee: +34%
Steel: +145%
Wheat: +25%
Soy: +71%
Corn: 69%
Lumber: +126%
Copper: +50%Long live Central Banks
— HOZ (@MFHoz) October 15, 2021
Articles mentioning supply chain
The situation is getting out of control pic.twitter.com/rvogCZ97GS
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) October 15, 2021
Share of national government debt held by central banks – @SoberLook @BIS_org pic.twitter.com/1BeYLE4zWP
— Rob Hager (@Rob_Hager) October 13, 2021
U.S. TREASURY 5-YEAR BREAKEVEN INFLATION RATE HITS 2.753%, HIGHEST SINCE APRIL 2005
— *Walter Bloomberg (@DeItaone) October 15, 2021
Lots of people flagging the median and trimmed-mean CPIs after this week’s data. Quite right too – they’re better measures of underlying inflation than core CPI. But I haven’t seen much discussion of the divergence between these measures and their PCE equivalents. A thread … pic.twitter.com/MKt9zZJub4
— Dom White (@DomWh1te) October 15, 2021
US 2Y-YIELD VS DOLLAR INDEX
is the dollar about the rip higher? pic.twitter.com/6gZajZfT46
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) October 15, 2021
This is fine pic.twitter.com/b6Z5AhEv1z
— zerohedge (@zerohedge) October 15, 2021
If you exclude everything you buy inflation is not so bad. pic.twitter.com/eeK92PNL4b
— Sven Henrich (@NorthmanTrader) October 15, 2021
Technically speaking this does not look transitory to me.$CL pic.twitter.com/49aeopwvs8
— Sven Henrich (@NorthmanTrader) October 15, 2021