Tavi Costa: 2nd Wave Of Inflation Is Beginning?

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Shanghai and global freight costs are surging again.

We just experienced one of the steepest 2-week changes in history. pic.twitter.com/voTvUgJDoa

— Otavio (Tavi) Costa (@TaviCosta) May 21, 2024

Undoubtedly, still one of the most important macro charts of the upcoming decade.

None of us own enough hard assets. pic.twitter.com/2yOT7AGFbN

— Otavio (Tavi) Costa (@TaviCosta) May 21, 2024

See also The 10-Year UST signals rising investor demand for higher yields amid reckless U.S. deficit spending and inflation. The US sovereign debt crisis is getting worse, faster

See also Wall Street readies for potential Trump win, bracing for inflation spike and bond sell-off

How much have fast-food prices gone up since 2020? Price hikes at 6 popular chains t.co/PJuZBEpPQW

— TheStreet (@TheStreet) May 8, 2024

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