🇺🇸 Amazon Sellers See ‘Scary’ Holiday Season as Consumers Pull Back – Bloomberghttps://t.co/IJzxZ3ooUv
— Christophe Barraud🛢🐳 (@C_Barraud) September 10, 2022
Even Google searches for inflation have crashed… pic.twitter.com/HKJQczWfOS
— Bespoke (@bespokeinvest) September 9, 2022
🇺🇸 #Fed | 1-year #inflation breakeven has declined sharply since mid-June and is now below 1.7% ⚠ pic.twitter.com/YFw4NtruAG
— Christophe Barraud🛢🐳 (@C_Barraud) September 9, 2022
so when do we cut rates pic.twitter.com/YBA5y0T8Az
— zerohedge (@zerohedge) September 9, 2022
🇺🇸 #Inflation | Several proxies suggest that Core CPI Goods YoY should normalize downward in the coming months (amid rising inventories)https://t.co/WOZ3DTY0DM pic.twitter.com/xbHhgDkxMi
— Christophe Barraud🛢🐳 (@C_Barraud) September 10, 2022
Prices at the pump are up 14.5% YTD.
— Bespoke (@bespokeinvest) September 7, 2022
In an 'average' year, the YTD through 9/6 is actually 19.3%. pic.twitter.com/chLFDHkc3Z
Gasoline prices have now fallen for 87 consecutive days
— Mike Zaccardi, CFA, CMT (@MikeZaccardi) September 9, 2022
and the commodity price of food also seems past its peak. pic.twitter.com/ErFjWt0Y9w
🇺🇸 #Inflation | Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 4.0% in August from July – Manheim
— Christophe Barraud🛢🐳 (@C_Barraud) September 8, 2022
*Link: https://t.co/Tm0nHSTSqG pic.twitter.com/vN586Mc1tF
China August CPI y/y 2.5% (est 2.8%, last 2.7%)
— Mario Cavaggioni (@CavaggioniMario) September 9, 2022
China August PPI y/y 2.3% (est 3.2%, last 4.2%)
Usually that leads to lower inflation pressure in US pic.twitter.com/cqKMwcUeaD
Chart via MacoMicro
— Sunil Beri (@sunchartist) September 10, 2022
China Containerized Freight Index -3.79% for the week ending 9th September
China Containerized Freight Index – West Coast America Service -5.4% WoW
Shanghai Containerized Freight Index -10% WoW pic.twitter.com/JK7E7mzjTk
*Previous parts: (1), (2) and (3)
*Initial article: here