>>21116112>Was würde diese neue Inflationswelle verursachen?All of this seems to come in waves, ebbs and flows and not necessarily at the same time and not necessarily with an immediately recognizable cause.
Here are some observations and guesses:
>the price hikes we've seen during and post rona have been absorbed entirely by the consumer, business and commerce without causing noticeable deciles in sales or business (if at all)>recession literally not happening (so far) because people are not losing jobs (check employment instead of unemployment) and business still reporting record after record (check stock markets)so a strong consumer will remain that can be fleeced more
>unemployment rising not because people are losing their jobs (again, check employment) but because people who were previously scraping by unemployed (from whatever cause) can no longer afford NOT to be employed anymore henceforth returning as job seekers, henceforth adding to the unemployment rate>jobs openings still highso the people coming back as job seekers will over time will those job openings I'd say, therefore employment will rise, therefore more people will have money to spend
now for the fed
>fed prematurely cutting rates or changing monetary policy [mostly for the LULz as a number-go-upper measure [their true mandate it seems]]>free market already pre-bailing every recessionary tendency by heavily discounting debt to the fed funds ratethe big players probably know what kind of changes are coming to the monetary policies soon-ish [end of "QT", some not-QE QE again, something gets pegged to something resulting in asset purchases by the fed (and balance sheet expansion again, BUT TOTALLY NOT QE OK!?!?]
>business and gov GORGING on undeservingly cheap debt againthat keeps business and gov spending and things rolling
just a few thoughts.
at some point in time business could discover
>wait, everything's fine, there has to be room to the upside on the prices we charge 