Is Hyperinflation On The Horizon?

[yesitsme]

Beer mayim case seltzer From <5 to >$6

[CountValentine]

I guess covid had nothing to do with it? 

[flyingace]

In the wholesale industry that I work in, the heimishe manufacturers have been steadily lowering prices over the last few weeks. Major US corporations are still raising prices every couple of weeks.

[yuneeq]

In the wholesale industry that I work in, the heimishe manufacturers have been steadily lowering prices over the last few weeks. Major US corporations are still raising prices every couple of weeks.

Heimeshe manufacturers makes sense, as they were above the general market. For reg companies, prices should be stable or coming down. I confirmed that already some retailers (Ross & Burlington) are demanding price cuts for holiday orders. Shipping prices have been coming down quickly, especially to the West coast. Obviously goods don't hit US right away but I'd expect to see prices drop in next couple months.

[CountValentine]

Heimeshe manufacturers makes sense, as they were above the general market. For reg companies, prices should be stable or coming down. I confirmed that already some retailers (Ross & Burlington) are demanding price cuts for holiday orders. Shipping prices have been coming down quickly, especially to the West coast. Obviously goods don't hit US right away but I'd expect to see prices drop in next couple months.

Will this translate into inflation coming down?

[Ver hut gazugt]

Will this translate into inflation coming down?

for goods, not services.

[yuneeq]

Will this translate into inflation coming down?

I would assume so

for goods, not services.

If goods prices come down, I would expect it to have a (smaller) effect on services as well.

[flyingace]

Heimeshe manufacturers makes sense, as they were above the general market.
Not in my market. They are way more competitive than the general marketplace.

[Joe4007]

The Meb Faber Show | Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

[ExGingi]

https://twitter.com/TicTocTick/status/1567856697107955713

[skyguy918]

https://twitter.com/TicTocTick/status/1567856697107955713

Really? In her energy statement, Truss said “we are supporting this country through this winter and next and tackling the root causes of high prices so we are never in the same position again.” The latter being offshore drilling and fracking.

[Yehudaa]

Interesting...

https://www.cnbc.com/2022/09/07/apples-biggest-iphone-surprise-no-us-price-hikes.html

[AsherO]

Interesting...

https://www.cnbc.com/2022/09/07/apples-biggest-iphone-surprise-no-us-price-hikes.html

The base model iPhone 14 is a dud compared to the iPhone 13, the improvements are almost negligible, a mildly better camera and camera hardware/software improvements.

The elimination of the mini is essentially a price bump. They also expect to sell a lot of 14 pluses which will make them an extra 100 in revenue at the same margins.

[Zalc]

The base model iPhone 14 is a dud compared to the iPhone 13, the improvements are almost negligible, a mildly better camera and camera hardware/software improvements.

The elimination of the mini is essentially a price bump. They also expect to sell a lot of 14 pluses which will make them an extra 100 in revenue at the same margins.

Eliminating the mini is a price jump only for the 4% of people that would buy it.

If the base model 14 is slightly better than the base model 13, and the same price a full year later, isn’t that the opposite of inflation?

[Lurker]

The base model iPhone 14 is a dud compared to the iPhone 13, the improvements are almost negligible, a mildly better camera and camera hardware/software improvements.

The elimination of the mini is essentially a price bump. They also expect to sell a lot of 14 pluses which will make them an extra 100 in revenue at the same margins.

The extra margins come from the lower R&D because of the minimal changes in the newer model.

[ExGingi]

Twitter thread

https://twitter.com/EPBResearch/status/1568269715470008322

Also available as a video presentation

[ExGingi]

https://twitter.com/biancoresearch/status/1569714531823194112

[Ver hut gazugt]

https://twitter.com/biancoresearch/status/1569714531823194112

unfortunately a bad report this month. The question is are some of these numbers two three months behind.

[CountValentine]

unfortunately a bad report this month. The question is are some of these numbers two three months behind.

Can the monthly numbers be leading indicators?

[Ver hut gazugt]

Can the monthly numbers be leading indicators?

it does not seem that way. Parts of the economy which are harder to control once inflation sets in, like shelter have continued to go up m o m.