U.S. consumer prices climbed in March by the most since 2012, adding to evidence of budding inflationary pressures as the economy reopens and demand strengthens…
After the hugely inflationary Chinese PPI + the extraordinarily huge Chinese export figures, Inflation is spreading as fast as the UK Covid strain… as mentioned in our Global Macro Insight, the Chine PPI is the Global CPI…
One scenario is not priced by markets: a jump in inflation with a delay in vaccination policies due to J&J and AstraZeneca thrombose issues…