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99 Problems but Demand Ain't One

June 29, 2021

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In his most recent video, Jordi evaluates the supply and demand imbalances pursuant to the reopening trade. With oil, wages, and rents as core indicators, Jordi sees this as a confluence of factors that will force demand to outstrip supply, likely pushing inflation higher than expected into the fall.  

Amongst other things, Jordi touches on the oddity of unemployment being elevated while consumer confidence being so high, the impacts of high savings rates, a forecast of oil potentially hitting $100 by September, depleted inventories, and child tax credits as a precursor to universal basic income, as contributing factors for supply-side complications. =

Click here to play the full webinar. 

TOPICS: CPI, MACRO, MARKET ENVIRONMENT, PRICING, SUPPLY

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