Pantheon Macroeconomics

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1st Jul 2022 14:55U.S., Daily Monitor, Weekly Monitor

Measures of supply-chain stress have returned to recognizably normal ranges...

...Inventory is shooting higher too, ex-autos, so gross margins will have to fall, perhaps rapidly.

The pace of margin re-compression will be the most important driver of falling inflation over the next year

bls core pce core PPI fed gasoline healthcare implications inventories ism ism manufacturing July manufacturing March pce ppi PPI inflation rent surveys trade trade services u.s.

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Keywords for: As Supply Chains Revert to Normal, Margins--and Inflation--have to Fall

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