This is the actual problem: I’m getting very concerned that inflation expectations have become unanchored bsky.app/profile/fint... - ThreadSky

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sky.skymarchini.net • 7 days ago

This is the actual problem: I’m getting very concerned that inflation expectations have become unanchored https://bsky.app/profile/fintwitter.bsky.social/post/3lpc6vhbdgx2e

Reposted from FinTwitter

*UMICH YR-AHEAD EXPECTED INFLATION AT 7.3%, HIGHEST SINCE 1981

Comments

dmnd.me•7 days ago

A lot we still don’t know would have to happen to hit 7%, this seems like cope

wikiales.bsky.social•7 days ago

It increasingly seems like a large number of people were expecting grocery prices to come *down* under Trump, which is both funny and exasperating

jbthrowawayy.bsky.social•7 days ago

The year ahead is whatever, but the 5-10 yr ticking higher is a bit ominous

ricosuavejd.bsky.social•7 days ago

Sky, what's your take on shortages. Are we seeing any change there? Seems like they should be hitting really soon.

sky.skymarchini.net•7 days ago

Still thinking mid/late June for spot shortages etc but the current shipping surge due to the 90 day pause might actually paper over some of it https://bsky.app/profile/sky.skymarchini.net/post/3lpcitsnrpk2a

sleepybasset.bsky.social•7 days ago

jsoo.refl.club•7 days ago

I mean this is terrible of course, but this really is a testament to the flexibility that we've developed.

kiymon.bsky.social•7 days ago

Pretty much predicted this when we saw apple airlift 2000 tons of iPhones out of India during a small pause.
They will continue orders for the large companies, and when they get a random pause, will bum rush it all to an exit port.

ricosuavejd.bsky.social•7 days ago

nice, thanks for that

munstopher.bsky.social•7 days ago

Can you explain what this means a little more? Thanks

sky.skymarchini.net•7 days ago

The erratic tariff policy leading to wild swings in the price of imports exacerbates this concern https://bsky.app/profile/sky.skymarchini.net/post/3lmkjxaag6c2n

munstopher.bsky.social•7 days ago

Thanks much. That’s helpful. And frightening.

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