10 Tweets That Suggest U.S. Inflation Shock Could Be More Than Transitory

New record in jobs openings hard to fill

NFIB: "Finding qualified employees remains the biggest challenge for small businesses and is slowing economic growth. Owners are raising compensation, offering bonuses and benefits to attract the right employees." pic.twitter.com/El8xL7YwEC

— zerohedge (@zerohedge) May 11, 2021

🇺🇸 Job Openings in U.S. Surge to a Record High 8.12 Million – Bloomberg
*Vacancies exceeded hires in March by more than 2 million (highest on record) ⚠
*Link: https://t.co/Xo8K0aGY8M pic.twitter.com/gPjSWWLKVV

— Christophe Barraud🛢🐳 (@C_Barraud) May 11, 2021

🇺🇸 It's also interesting to note that "quits" (people leaving voluntarily their jobs) rate already returned to pre-#Covid level (figures not seen since 2001).
*It reveals potential "skills mismatch" and wage inflation in several sectors.
*Chart from BBG ⬇ pic.twitter.com/glY9y6YEkl

— Christophe Barraud🛢🐳 (@C_Barraud) May 11, 2021

Week Ahead: Thus spoke Zarathustra@MikaelSarwe gone Nietzsche

Favourite chart of the week -> A ROARING comeback is on its way in the US labour market

Editorial (with directional views) -> https://t.co/tgMZyGPUK2 pic.twitter.com/XE515FnvBb

— AndreasStenoLarsen (@AndreasSteno) May 7, 2021

🇺🇸 NFIB actual price changes SOAR! Good luck with the transitory rhetoric… pic.twitter.com/rTn23i3IOc

— Mikael Sarwe (@MikaelSarwe) May 11, 2021

🇺🇸 Consumer confidence's job question is yet another example that the labour market will get tight faster than the Fed can say "transitory inflation"… pic.twitter.com/oQ7JRHckq9

— Mikael Sarwe (@MikaelSarwe) April 27, 2021

🇺🇸 #Bond Traders Lift 5-Year Inflation Outlook to Highest Since 2006 – Bloomberg
*Link: https://t.co/gPQIcqKBvR pic.twitter.com/OxjbQB9i5L

— Christophe Barraud🛢🐳 (@C_Barraud) May 11, 2021

🇺🇸 Some reasons why the Fed's & consensus view on inflation being transitory could turn out to be dead wrong. Higher & longer inflation hump. And tight labour market once the "spike" at a later stage has passed… Charts… pic.twitter.com/HQYxnmxmul

— Mikael Sarwe (@MikaelSarwe) April 22, 2021

🇺🇸 Americans Expect Record Jump in House Prices, Rent in Fed Survey – Bloomberghttps://t.co/LCP5hBtHWH

— Christophe Barraud🛢🐳 (@C_Barraud) May 11, 2021

🇺🇸 Mentions of #inflation among executives in #WallStreet corporate earnings conference calls are near the record high struck a decade ago, with many companies saying they plan to pass on higher costs to consumers, according to Bank of America – FT
*Link: https://t.co/uFKMMNPquq pic.twitter.com/W8qYWCm7Jy

— Christophe Barraud🛢🐳 (@C_Barraud) May 12, 2021