Latest ideas and analyses related to inflation fears

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US Macro

+10 pts





By d1d2d3daniel on July 23, 2021, 6:49 a.m.
Tagged topics: economic recovery , Goldman Sachs , inflation fears , rate hike , Delta variant

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+5 pts





By kstarek on July 21, 2021, 4:30 p.m.
Tagged topics: Morgan Stanley , inflation fears , rising costs , money supply

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+38 pts



Morgan Stanley says rising prices are caused by supply shortages and unprecedented demand, rather than the dramatic increase in money supply

By ethonomics on July 21, 2021, 11:20 a.m.
Tagged topics: Morgan Stanley , inflation fears , rising costs , money supply

Views: 92, Votes: 3, Responses: 1, Attachments: 16
US Macro

+32 pts



Goldman sees inflation risks from stronger low-end wage growth, estimates every 1pp of outperformance of low-end wage growth will drive 5-15bps of core inflation

By ethonomics on July 2, 2021, 3:20 p.m.
Tagged topics: Goldman Sachs , inflation fears , wage inflation

Views: 137, Votes: 5, Responses: 0, Attachments: 5
Global Macro , US Macro

+1 pts





By 18707199578 on July 1, 2021, 10:42 p.m.
Tagged topics: supply constrained , Goldman Sachs , strong demand , inflation fears , demand-supply imbalances

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro , Global Macro

+40 pts



Goldman expects demand-supply imbalances to ease by end of 2021 and inflation to fall to 2% by end of 2022

By ethonomics on June 29, 2021, 3:09 p.m.
Tagged topics: supply constrained , Goldman Sachs , strong demand , inflation fears , demand-supply imbalances

Views: 178, Votes: 4, Responses: 1, Attachments: 14
US Macro

+33 pts



Morgan Stanley sees highest risk of wage inflation in service-heavy industries, but short-term labor shortage may not be entirely responsible (deep dive)

By ethonomics on June 28, 2021, 12:37 p.m.
Tagged topics: analyst checks , Morgan Stanley , inflation fears , labor shortage , wage inflation

Views: 117, Votes: 3, Responses: 0, Attachments: 50
US Macro

+2 pts





By 12MeterYacht on June 18, 2021, 7:27 a.m.
Tagged topics: interest rates , Goldman Sachs , inflation fears , FOMC

Views: 5, Votes: 2, Responses: 0, Attachments: 0
US Macro

+47 pts



Goldman sees earlier rate hike following more hawkish than expected FOMC, now expects first hike in Q3 of 2023

By ethonomics on June 17, 2021, 12:26 p.m.
Tagged topics: interest rates , Goldman Sachs , inflation fears , FOMC

Views: 143, Votes: 8, Responses: 1, Attachments: 5
US Macro

+33 pts



Goldman thinks labor market has not recovered far enough to see a hint of tapering in June

By phenphen on June 14, 2021, 1:21 p.m.
Tagged topics: Goldman Sachs , inflation fears , quantitative easing , rate hike , FOMC

Views: 105, Votes: 2, Responses: 0, Attachments: 11