/biz/ - Business & Finance

>>30436676
Good points.
>Higher commodities including oil is inflationary
Cost-push inflation, like in the 1970s. Eventually shit is too expensive which kills demand. Top left of your quadrant.
>Higher deficit spending financed by printed money is inflationary
Demand-pull inflation, plus its all unproductive spending like in Argentina. Actually concerned with this one.
>Higher min. wages is inflationary
checked
>Onshoring manufacturing or going away from lowest cost supply chains (relocating from China to Vietnam, or to USA $$$) is inflationary
Cost-push but is that really happening any time soon? I don't see it.
>Weaker USD is deflationary
not sure I get that one?

>>29912663
I get the cost push inflation but what about the 0% interest "free money" environment? I think that makes the base economy in the US very insecure. Businesses can and do use the free money to pad their revenues, do stock buybacks, their "productivity" is just financed at 0%, free debt in place of savings, etc. When rates start to rise, no more free money, so productivity has to actually exist and in order to maintain margins, step one is to increase prices.
>producer increases for the manufacturer
>manufacturer increases for the wholesaler
>increases down and down the chain
The consumercuck is paying exponentially higher prices. Higher rates are a sign of inflation expectations, but they might create the inflation feedback loop.

I guess the comparison is much more like Argentina's centralized economy. Borrowing and spending at low rates, defaulting too many times, can't get low rates anymore, and its all fugged.

>>29909028
>why this USD inflation talk is moot
Increases in prices and services are still considered inflation. I agree that its less monetary and more cost-push right now, which is probably why debtmaxxing should wait, at least until UBI.

>>28203345
They are trying to isolate the inflation number to measure ONLY the effects from QE. Inflation is caused by a lot more than monetary policy. Tariffs, supply chain fuck ups, price of oil, jews, all of these cause inflation but none of them are related to Fed policy.

>>25306590
The Fed uses CPI without food, RE, energy etc. because they are trying to isolate the metric for just monetary inflation. They remove all those items because they are :
>seasonal
>volatile
>fluctuate too much due to supply
>hard to trace back to monetary inflation
They need to remove food / gas because the prices are mainly caused by cost-push (supply side) inflation, as opposed to inflation caused by monetary expansion that the Fed are doing and trying to track.
So when you remove the cost-push inflationary stuff that we all have to buy, basically all thats left is memes and here is the actual chart.

https://fred.stlouisfed.org/series/CPILFESL

The alternative economics sites that put 5%-10% inflation are right, but its inflation caused by
>tariffs on imports
>VAT
>other compliance costs passed onto us
>saudi / russia oil fuckery
>too many immigrants flooding the housing market
>jews running education
>jews running health industry

all cost-push inflation except housing.

The metric the Fed uses are CPI without food & energy. They remove those items because they are :
>seasonal
>volatile
>fluctuate too much due to supply
>hard to trace back to monetary inflation
They need to remove this stuff because the prices are mainly caused by cost-push (supply side) inflation, as opposed to inflation caused by monetary expansion that they are doing
So when you remove the cost-push inflationary stuff that we all have to buy, basically all thats left is memes and here is the actual chart.

https://fred.stlouisfed.org/series/CPILFESL

The alternative economics sites that put 5%-10% inflation are right, but its inflation caused by
>tariffs on imports
>VAT
>other compliance costs passed onto us
>saudi / russia oil fuckery
>too many immigrants flooding the housing market
>jews running education
>jews running health industry

all cost-push except housing.

>>22759796
Smoothest brain right here.

You are ignoring all the definitions of QE (even direct definitions from the Fed) we have been spoon feeding you. Your first paragraph is completely invalid. You are also relating PM prices to consoomer inflation, which is more than likely cost-push inflation NOT caused by an increase in the money supply.

>>22757732
>death of traditional banks
This is the most interesting take right here. If you think about it, the final battle will be banking jews vs. government jews.

Who has more control in the world today?
IMO its the banking jews; always has been. Even just recently:
>Banks laundering Trillions of $
>Banks caught manipulating PM prices - no consequences
Banks can lobby or assassinate their way out of US CBDC implementation. OR they will make a compromise where they get to be the issuers of such digital currency on behalf of the Fed... for a small fee of course.

>>22398459
>>22398517
Peak smooth brain. The only type of inflation that the Fed tries to control is money supply and interest rate targets. Increased costs of food, gas, dildos, etc. are all cost-push factors.

If inflation was due to Fed policy we would see a continuous trend down on indices like the DXY or TWEXB