JPMorgan Guide to the Markets Q122
Comment of the Day

January 10 2022

Commentary by Eoin Treacy

JPMorgan Guide to the Markets Q122

Thanks to a subscriber for this chartbook from JPMorgan. I thought this long-term chart of inflation and how it is breaking out of a long-term base formation to be particularly interesting. 

The link to the chartbook is in the Subscriber's Area.

Eoin Treacy's view

The massive boom in demand for demand for consumer electronics during the pandemic and the commitment of companies to the just in time manufacturing model represented a perfect storm for inflationary pressures. Suddenly the absence of small cheap but necessary components disrupted the ability of companies to meet orders in a timely manner. That ignited even more demand because it encouraged precautionary spending.

 

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