Top Tweets for #InflationNOTDeadYet
Wait until transportation costs and energy get passed through later this year…
#InflationNotDeadYet?
So…@ValueNotDeadYet…it truly seems like #InflationNotDeadYet…who could have ever predicted such a thing…this is just crazy!
For those asking why $XLE and oil stocks seem to be lagging… despite the crude move…
If #InflationNotDeadYet + #SoftLanding = Higher Economic Growth then what happens to price?
Interesting setup to say the least
#Oil + #China + #Coal are the #ValueInvesting plays of 24’
"investors continue to sell and press Energy shorts – our PB data has shown consistent selling here to start the year as part of the re-grossing theme, despite crude being up 9% to start the year" - GS
Good luck with the squeeze
Inflation is a lagging indicator (so is the #Fed). So while it’s good inflation is heading toward 2% the LEADING indicators are accelerating. The #inflation story might not be over.
So @hkuppy can now afford to buy a meal at @McDonalds (and maybe a coffee as well) with his monthly revenue from @X
#InflationNotDeadYet
You guys should all be ashamed of yourselves for following my degenerate tweeting…
#InflationNOTDEADYet @ValueNotDeadYet someone somewhere said something about this is going to happen in waves…we’ll get high inflation…and then it will ebb only to be followed by another pulse upwards because the root causes have yet to be resolved. Hmmm…who was that? 🤔
No 2 diesel fuel was up over 40% month-over-month according to yesterday's PPI data!
Diesel is a key fuel for moving goods across the world.
The inflationary knock-on impacts are worth considering carefully should this continue.
diesel vs inflation: CPI going back over 4%
FED'S POWELL: RECENT ECONOMIC DATA, PARTICULARLY INFLATIONARY PRESSURES, HAVE BEEN STRONGER THAN EXPECTED.
What a change one month can make. JPOW 🚀
Remember when used car prices were the single most important metric in determining the trend in inflation? I do.
That was when it was going down.
How about now?
(Don't worry, it will be dismissed due to a warm winter, even though this measure does not show such seasonality)
Oops! Slowly but surely, those who until recently arrogantly claimed inflation was basically defeated or soon to be a thing of the past are starting to have second thoughts. You gotta love to see that.
@ValueNotDeadYet something continues to signal to me that #InflationNotDeadYet. I can’t imagine what it might be though…
The “mother of all capex cycles”, as coined by Morgan Stanley, driven by Infrastructure Bill, IRA and CHIPS Act is keeping a recession at bay & unemployment low. It’s also making making the Fed’s task of controlling inflation much harder, likely requiring rates higher for longer.
US PPI Final Demand (M/M) Jan: 0.7% (est 0.4%; prevR -0.4%)
- US PPI Ex Food And Energy (M/M) Jan: 0.5% (est 0.3%; prev 0.1%)
- US PPI Final Demand (Y/Y) Jan: 6.0% (est 5.4%; prev 6.2%)
- US PPI Ex Food And Energy (Y/Y) Jan: 5.4% (est 4.9%; prev 5.5%)
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