7th June 2022

  • Peak Inflation Signs Are Flashing in Chips, Shipping, Fertilizer

Prices for chips and shipping containers have come off peaks

Central bankers are scrambling to snuff out soaring inflation

https://blinks.bloomberg.com/news/stories/RD1Y7XDWLU68

  • Fed Delivers Fuzzier Rate Message as It Gauges Impact of Hikes

Balance sheet reduction’s influence on rate path not defined

Deutsche Bank says Fed needs to move to restrictive policy

https://blinks.bloomberg.com/news/stories/RCT46LT0G1KX

  • US Inflation Nearer 1980 Peak Than Thought, Summers Group Says

Analysis shows June 1980 core CPI was 9.1%, not 13.6%

Paper suggests more pain may be needed to stem inflation now

https://blinks.bloomberg.com/news/stories/RD22EFDWX2PS

  • JPMorgan’s Kasman Sees No Recession as Dimon’s ‘Hurricane’ Ebbs

Firm’s chief economist sees slowdown yet no contraction

Fed has more to do, but ‘does not want to create a recession’

https://blinks.bloomberg.com/news/stories/RD22T8DWLU68

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