Wages

Another week brings another set of inflation-related data to report on. In the past few days, we have seen consumer (CPI) and producer (PPI) inflation data from the U.S., Europe, and China. (When our October data are complete next week, we’ll give you an update on our in-house real-world inflation Read more

By Rudolph von Abele, 5 yearsNovember 11, 2021 ago

Inflation

All Eyes on Wage Inflation

At this point in the post-pandemic recovery, a lot depends on who is right in the very lively “transitory vs. persistent” inflation debate. For investors, the question is particularly sharp. If you believe that Fed Chair Powell and Team Transitory are correct, you will position your portfolio quite differently than Read more

By Rudolph von Abele, 5 yearsMay 20, 2021 ago

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Wage Inflation and Poor Productivity Growth — and the Industries They Will Challenge

All Eyes on Wage Inflation

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