RE:RE:RE:October 29 - Serious message to C-suiteOil is bound to increase over 22 and 23.
Shortage of microprocessors is bound to last all of 22.
Shipping is stalled for up to mid-22 (containers shortage, trucking, etc).
Workers have the big end of the stick vs employers, unions know. Salaries will increase.
Inflation seems to be 'permanently transitory' for at least the next 6 months.
Housing is crazy, taxes are going to go up. Evergrande and cies are missing out on payments in China which will eventually impact markets, thus stock markets will be loosing investors' interests.
Inflation WILL increase IMHO. Interest rates will also increase, but not too much, too many countries in deep with major deficits and debts, interest payments can't be overwhelming and central banks will gauge accordingly.
Overall, stock markets will loose steam, gold will do fine as well as cryptos. T bills will also attract and shift investors from markets.
My 2 cents ...