Tavi Costa: 2nd Wave Of Inflation Is Beginning?

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 Fed expects inflation to significantly rise this year. FED still expects to cut rates twice this year. These guys are clueless

See also Volatility looms with US-Iran tensions, Powell speeches, key inflation and GDP data all hitting in jam-packed week for markets

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

— TheStreet (@TheStreet) May 8, 2024