Inflation: passing or permanent? | October 2021

 

 

Economic recovery and inflation are increasingly being shaped by supply-chain issues: notably labour shortages and production bottlenecks. Manufacturers say a lack of equipment and materials are limiting production, while transport costs have surged.

These shortages could have a lingering impact on inflation, which is now being felt across a range of sectors. Labour shortages are forcing employers to raise wages. Provided the business cycle does not end abruptly, the environment still favours equities over bonds. Nevertheless, the risk for markets is that higher inflation becomes more entrenched, forcing central banks to raise rates.

Investment Outlook October 2021 Head to our website to read the full episode show notes

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This episode was recorded on 30/09/2021

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Podcast information:

The Pulse from Smith & Williamson

Investment Show: Inflation: passing or permanent?

Episode 25

Broadcast on Smith & Williamson at 09:00, 30th of September 2021

Available online from 10:00 on the same day.

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