I selected 10 tweets that suggest U.S. inflation shock could be larger than expected and probably more than transitory.
New record in jobs openings hard to fill
— zerohedge (@zerohedge) May 11, 2021
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
🇺🇸 Job Openings in U.S. Surge to a Record High 8.12 Million – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) May 11, 2021
*Vacancies exceeded hires in March by more than 2 million (highest on record) ⚠
*Link: https://t.co/Xo8K0aGY8M pic.twitter.com/gPjSWWLKVV
Week Ahead: Thus spoke Zarathustra@MikaelSarwe gone Nietzsche
— AndreasStenoLarsen (@AndreasSteno) May 7, 2021
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
🇺🇸 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
🇺🇸 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
— Christophe Barraud🛢🐳 (@C_Barraud) May 12, 2021
*Link: https://t.co/uFKMMNPquq pic.twitter.com/W8qYWCm7Jy
*Note: You can find more interesting charts here