Stocks coming week: inflation is rising but the reasons are changing



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Since then, prices for some pandemic favorites – such as lumber – have stabilized. But even as the economy returns to something closer to normal, inflation remains relentlessly high.
It is a radical departure from the pre-pandemic situation and another example of how the coronavirus crisis is reshaping the economy and daily life.

See here: Used car prices have soared in part because closures have led many city dwellers to buy cars, and because new car production has been hampered by closed factories and chip shortages. During the year ended in May, used car prices rose nearly 30%, according to the Bureau of Labor Statistics.

Before the pandemic, inflation – which the Federal Reserve would like to have around 2% – had been stuck near bottom for years. Today, the Fed finds itself finding an increasingly difficult balance between supporting the recovery with broad stimulus measures while controlling inflation.

As the recovery gathers pace, the things that drive inflation up are changing. For example, people are spending more money on dining out as pandemic restrictions are lifted, while returning to offices brings a work wardrobe refresh.

Data point: In the 12-month period ended in May, the price index for food eaten away from the home rose 4%, fueled by increased spending on food and drink in late spring while Covid restrictions have been reduced. Likewise, clothing prices rose 5.6% in the year ended May.

Kitchen staff prepare breakfast at Langer's Delicatessen-Restaurant in Los Angeles on June 15, the first day of its California economy fully reopening after fifteen months of Covid restrictions.

Ultimately, these pandemic-era price increases should normalize. Last month, Federal Reserve Chairman Jerome Powell, answering questions about soaring inflation at a press conference, said there was no reason to assume prices will stay this high. for an extended period. But how long they stay remains uncertain.

Powell is not the only one who expects lower inflation. The bond market rates post-pandemic inflation as low as before, Michael Fredericks said last week on CNN Business Markets Now’s digital live broadcast.

Last week, the 10-year Treasury bond yield fell to its lowest level since February, indicating that investors are likely viewing current price spikes as transient, or at least waiting to see how inflation plays out over the course of the week. of summer.

Coming soon: June consumer price data is due on Tuesday.

It’s raining unicorns

“Unicorn” may no longer be the right term to describe companies that reach billion dollar valuations, because these days they’re at dime.

What’s happening: Between March and June, 136 new unicorns were created around the world – more than the 128 born throughout 2020 and a new record, according to data provider CB Insights.

Investments in startups around the world also shattered previous highs, reaching $ 156 billion in the second quarter. “This is the biggest quarter of dollars raised in the past decade,” CB Insights said in a report this week.

The United States accounted for nearly half of the amount raised, with Silicon Valley leading the charge and consolidating its position as the world’s largest tech hub, if in doubt.

According to CB Insights, there have been 390 “mega towers,” where companies have raised $ 100 million or more, or triple the same quarter last year.

Reality TV-show "Unicorn hunters"  is looking for the next billion dollar company

Details, Details: Among the top 10 deals of the quarter were the $ 1 billion fundraiser from the creator of Fortnite Epic Games, the $ 2.75 billion fundraising round from Swedish battery maker Northvolt and a $ 1.8 billion investment in Indonesian logistics company J&T Express.

The title of the world’s most valuable unicorn belongs to TikTok owner ByteDance ($ 140 billion), followed by payments company Stripe ($ 95 billion) and SpaceX Elon Musk ($ 74 billion) .

Investor Perspective: The pandemic has clearly driven demand for digital services to a new level, evidenced by the staggering amounts raised by e-commerce, fintech and healthcare companies.

At the same time, a new generation of yield-hungry investors awash in central bank liquidity are becoming increasingly active in private finance. Many of these players are much larger than traditional venture capital firms.

“This puts a small number of financiers under control and raises serious questions about how wealth will be distributed as venture capital investment completes its transformation from a Silicon Valley cottage industry into one of the main engines of global finance, ”writes Richard Waters of the FT. .

following

Monday: Eurogroup finance ministers meet; Elon Musk sues Tesla’s SolarCity deal

Tuesday: United States CPI; China trade data; Volkswagen (VLKAF) unveils a new strategy; Goldman Sachs (SG), JP Morgan (JPM) and Conagra (CAG) earnings
Wednesday: Zomato IPO; Bank of America (BAC), Black rock (BLACK), Citigroup (VS), Delta Airlines (OF) and PNC (PNC) earnings
Thursday: China’s GDP; OPEC monthly report; American industrial production; TSMC (TSM) earnings
Friday: retail sales in the United States; sentiment of American consumers; Bank of Japan decision on interest rates; Ericsson and State Street (STT) earnings

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