Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
The Commodity Trap Fueling Stagflation
With gold prices climbing above four thousand dollars and industrial metals surging, we examine how rising commodity costs are embedding inflation into the supply chain. Lucas and Luna break down why the current price surge in raw materials is different from past cycles, looking at the disconnect between consumer services and hard assets. We explore whether this shift signals a structural change in how costs move through the economy, using recent data on core PCE and job openings to map the pressure points.
#Stagflation #Commodities #GoldPrices #InflationData #SupplyChainCosts…
The skinny
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