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Supply-Crunch Inflation Gives Central Banks an Unfixable Problem
It’s hard to tell just how much of the inflation is being driven by a resurgence of demand as lockdowns end, and how much by supply strains.
Bond Investors Face Year of Peril With Few Places to Hide
Global bond investors face an old enemy - inflation - and the universe of fixed-income assets doesn’t look to offer much in the way of shelter.
‘People Are Hoarding’
‘People Are Hoarding’: Food Shortages Are The Next Supply-Chain Crunch.
JPMorgan’s Kolanovic Says Market Still Misjudges Reflation Trade
The recent market jitters over stagflation are “misplaced” and the shift to bargain stocks and economically sensitive companies should continue.