Key points that we will cover in the report:

• Supply chain and inflation headwinds hamper the global recovery.
• Supply chain disruptions are unlikely to disappear overnight, but a surge in global corporate capital expenditure in 2021 and a somewhat cooling demand should ultimately alleviate shortages.
• In the debate between transitory and runaway inflation, it is supposed that the truth lies somewhere in the middle, with inflation likely to be “sticky but not oppressive”.
• It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation – a rare phenomenon where strong, but cooling demand is met by constrained, but accelerating supply, leading to transitory, yet sticky inflation.

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