Macro Insiders: In Focus from Julian – Transitory My A&$£

Divergence between input prices and CPI look set to resolve higher as companies pass on higher costs. Struggling with productivity issues, supply-chain disruptions and labour shortages, they will see margins contract. A glaring dilemma in the price structure of markets. The Fed is waking up to smell the coffee. Other G10 Central Banks are already underway.

___________

This content is only available to paying subscribers. If you are a paying subscriber, please log in below to access this exclusive content.