Global reflation continues and inflationary pressures are building. From semiconductor chips to copper, demand is on the rise while capacity remains constrained. While Western governments have largely maintained consumer income, investments into production capacity is lagging to absorb the recovered spending capacity. Markets have recognized this to some extent and inflation rates are on the rise and may “moderately overshoot” in the coming months.
- Blog, Newsflash
Global reflation
- China producer Price Inflation, Global Reflation, US core Inflation
