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US: is the inflation regime really changing?
As a rule, the toughest part following a recession is stimulating demand. This time, it is supply that is struggling to keep up. Examples abound, from shortages of container vessels, various metals, building timber and computer chips. Lead times are getting stretched, pricing tensions are on the rise. Is this a chronic or acute disorder? The shortages would be chronic if we were emerging from a war. We would then have destroyed productive capital and the labour force. But the pan...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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