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Macro Nugget: EM PPI telling DM what to come?

Looks like we are not done talking about inflation just yet ...
2024-07-25
<a href="https://stenoresearch.com/author/ulriksimmelholt/" target="_self">Ulrik Simmelholt</a>

Ulrik Simmelholt

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Our DM and EM baskets for PPI numbers suggest that the inflationary pressures are still looming out there. Before we know it inflation might be a talking point again, at least the EM basket “led” the DM basket in 2021 and we all know how that ended.

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