The two articles on inflation in the recently published newsletter received attention. They are:
Inflation: Does It Stay or Does It Disappear?
S&P Global Ratings’ survey of rating analysts indicates that many U.S. corporate sectors are facing input price pressures this year, which are largely manageable through cost-saving measures, gains in productivity, or by passing them through to customers…
Based on “US-Inflation weiter auf dem Vormarsch“ Bericht in Finanz und Wirtschaft FuW vom 10.06.2021
Central Banks Balance Sheet Growth and Inflation
A look at the development of the balance sheet totals of the five most important central banks shows an enormous increase in balance sheet totals. In the course of the financial crisis, the central banks put huge amounts of money into circulation to stimulate the economy…
Graph: Central bank balance sheets
Bericht in der NZZ (Login allenfalls nötig)
UPDATE JUNE 21, 2021
Swissinfo article: How much should we fear inflation?
Hopes are running high that the strengthening global economy could start to pull clear of the pandemic. But the promising news also comes with a potential health warning: inflation. How much is Switzerland at risk? All in all,
– Fears are “exaggerated”
– Central bank spending is a risk
