Author Topic: Is Hyperinflation On The Horizon? (Read 154063 times)

aygart · « **Reply #1340 on:** June 10, 2022, 12:57:38 PM »

Fortune: Larry Summers claims he can prove inflation is way closer to the 1970s than people think—and that a deep recession may be the only way to end it.
https://fortune.com/2022/06/09/larry-summers-cpi-flaws-1980-inflation-severe-recession/

aygart · « **Reply #1341 on:** June 10, 2022, 04:08:29 PM »

Bloomberg: Larry Summers Says Fed Forecasts Look Ridiculous, Warns on Rate Delay.
https://www.bloomberg.com/news/articles/2022-06-10/summers-says-fed-forecasts-look-ridiculous-warns-on-rate-delay

aygart · « **Reply #1342 on:** June 12, 2022, 01:24:42 AM »

New York Post : Inflation costing Americans an extra $460 per month, analysis says.
https://nypost.com/2022/06/10/inflation-costing-americans-an-extra-460-per-month-analysis/

aygart · « **Reply #1343 on:** June 13, 2022, 12:22:50 PM »

https://twitter.com/typesfast/status/1536043269217341440

yuneeq · « **Reply #1344 on:** June 13, 2022, 02:49:36 PM »

Quote from: aygart on June 13, 2022, 12:22:50 PM

https://twitter.com/typesfast/status/1536043269217341440

YoY inventory growth doesn't really provide much insight into inventory bloat, especially when inventory was out of whack in 2021. A better metric from the original article - inventory-to-sales ratio is still historically low despite the recent uptick. (Though one category - "other merchandise" seems like a big, negative outlier.)

However I would like to see a metric that better tracks excess inventory by what each retailer considers excess compared to overall inventory, let's call it "excess inventory ratio". A chart based on trailing 4/8 weeks sales and another for projected 4/8 weeks would give a lot clearer picture of how things stand right now.

EliJelly · « **Reply #1345 on:** June 13, 2022, 07:02:19 PM »

Quote from: aygart on June 12, 2022, 01:24:42 AM

New York Post : Inflation costing Americans an extra $460 per month, analysis says.
https://nypost.com/2022/06/10/inflation-costing-americans-an-extra-460-per-month-analysis/

That's maybe for an average American household of a dad, dad and a poodle. How much do we multiply that for an average frum family?

jye · « **Reply #1346 on:** June 13, 2022, 07:08:11 PM »

Quote from: EliJelly on June 13, 2022, 07:02:19 PM

That's maybe for an average American household of a dad, dad and a poodle. How much do we multiply that for an average frum family?

No way to compare. You can double the 12% food inflation, the 9% restaurant increase, and the 17% increase in chicken in the official figures shown in the article and it won’t even begin to capture the price increases hitting the Jewish groceries and food establishments.

jye · « **Reply #1347 on:** June 14, 2022, 12:22:42 PM »

https://www.wsj.com/articles/stores-have-too-much-stuff-heres-where-theyre-slashing-prices-11655170243?mod=mhp

“Expect discounts like you’ve never seen before”

Kobe Bryant · « **Reply #1348 on:** June 14, 2022, 06:43:26 PM »

Is anyone buying this?

Kobe Bryant · « **Reply #1349 on:** June 15, 2022, 09:33:21 AM »

Any thoughts on what the Fed’s increase to the Fed’s target rate will be today? I expect 75 bp.

ExGingi · « **Reply #1350 on:** June 21, 2022, 10:40:13 PM »

https://twitter.com/wallstreetsilv/status/1539382655996809218

smart man · « **Reply #1351 on:** June 21, 2022, 10:43:19 PM »

Quote from: ExGingi on June 21, 2022, 10:40:13 PM

https://twitter.com/wallstreetsilv/status/1539382655996809218

Grocery store be like: Okay, Orange Juice $7.98 per bottle.

ExGingi · « **Reply #1352 on:** June 22, 2022, 05:30:24 PM »

https://twitter.com/MacroAlf/status/1539655423958978562

Ver hut gazugt · « **Reply #1353 on:** July 03, 2022, 01:39:12 PM »

Seems like the fed is lying. No qt in June according to the fed balance sheet.

yelped · « **Reply #1354 on:** July 03, 2022, 08:20:08 PM »

https://twitter.com/JeffBezos/status/1543409762867494912

ExGingi · « **Reply #1355 on:** July 03, 2022, 08:22:48 PM »

https://twitter.com/us_oga/status/1543598296668803075

ExGingi · « **Reply #1356 on:** July 04, 2022, 12:28:09 PM »

Now that most of those are gone, inflation should come down

https://twitter.com/DiMartinoBooth/status/1543956888383098880

But it takes time to resolve, since while some people left the workforce, rehiring them isn't so simple with other costs rising and a recession looming. Everything will eventually resolve, the less the powers in charge mix in, the faster things resolve. All they have ever done with their policies is prolong the process.

https://twitter.com/DiMartinoBooth/status/1541744229025710082

Kobe Bryant · « **Reply #1357 on:** July 08, 2022, 09:26:49 AM »

ExGingi · « **Reply #1358 on:** July 08, 2022, 01:41:48 PM »

Quote from: Kobe Bryant on July 08, 2022, 09:26:49 AM

Part of a thread

https://twitter.com/macroalf/status/1545447120462876674

Kobe Bryant · « **Reply #1359 on:** July 13, 2022, 08:36:35 AM »

CPI comes in red hot

https://twitter.com/TheAmaraReport/status/1547197787753807873?s=20