Saturday, November 26, 2022

US Headline Inflation Will Halve in 2H: Sullivan

 https://youtu.be/YQFpbyq7Or8

*Inflation pressure may lean more towards transportation issues (especially for cargo.) Shortages will remain. Primary Inflation issues for the next few months: 

Pending Railroad strike (labor with congressional political issue, especially a new republican house, democratic senate split might cause resolution issues.))

Mississippi river quite low (maybe rain soon but a rainy season will hopefully alleviate this issue.) 

Diesel Prices might stay high due to refinery choke points (lots of diesel was made in Russia and refinery capacity and non-pipeline with railroad strike issues.) 

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