The pressure on wages in the US is evident throughout the latest NFIB report: small business compensation plans rose to their highest since January 1986, up from 26 to 30….
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Rising energy and food prices are going to hit households hard this winter. Kraft Heinz has warned of commodity price increases “across the board”, making it necessary for the international…
Market inflation expectations have jumped in the UK. The UK is particularly exposed to rising natural gas prices. Container freight rates appear to have topped out, but price increases are…
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Oil prices jumped on Monday, as OPEC+ agreed to stick with existing production plans, resisting calls, including from the US, to ramp up output. US shale producers cannot be relied…
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The correction in US equities has accelerated this week. Central banks threatening higher interest rates are only one half of the story. China’s energy crunch is a window into how…
The number of high-profile supply bottlenecks appears to be rising. Outages at Chinese manufacturing hubs are threating to further disrupt global supply chains, including for semiconductors. Brent crude topped $80/barrel…
By consensus, Evergrande does not represent a Lehman-style moment for China. Markets are braced, but the real threat to the economy lies in the clampdown on emissions, causing raw material…
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