|
|
|
18.07.26 - 13:12
|
Inflation, Öl, Zinsen: Japans heikle Mischung wird jetzt explosiv (Ariva)
|
|
|
Japans Inflation zieht wieder an. Höhere Energiepreise erhöhen den Druck auf die Bank of Japan. Gleichzeitig bleibt die Wirtschaft robust. Genau das könnte den nächsten Zinsschritt auslösen. Die Kerninflation in Japan dürfte im Juni wieder angezogen haben. Höhere Energiepreise und angepasste Gebühren für medizinische Leistungen treiben den Preisauftrieb. Das zeigt eine Reuters-Umfrage unter 16 Ökonomen. Der landesweite Kern-Verbraucherpreisindex dürfte ......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.06.26 - 17:24
|
Inflation Pressures Rise in Asia Despite Fuel Price Caps (Bloomberg)
|
|
|
Deepali Bhargava, ING Head of Research and Chief Economist for APAC, discussed the current inflation dynamics in Asia in the context of recent geopolitical developments, including a fragile ceasefire and renewed tensions in the Middle East. She highlighted that growth across Asia has remained stronger than expected, supported in part by the tech export sector. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
04.06.26 - 11:54
|
UBS Warns El Nino May Intensify Food Inflation Across Asia (ZeroHedge)
|
|
|
UBS Warns El Nino May Intensify Food Inflation Across Asia
By now, readers have a clear understanding that the Gulf-driven energy shock is on course to collide with a potential super El Niño weather event, creating what could be a dangerous second-order shock to food supply chains around the world.
The concern is that extreme heat and disrupted rainfall patterns could hit top agricultural growing belts, dent harvest output, and amplify existing supply stress. Even before those weather-driven impacts fully materialize, global food prices are already rising, suggesting that fertilizer and elevated diesel prices are beginning to be transmitted through the broader food supply chain.
Our Tuesday note on Thailand white rice, a regional Asian benchmark, surging 20% in May, the largest monthly increase in data going back to 2008, is another warning signal that the price action in the grain feeding half the world has entered a new upward impulse.
The troubling move in rice prices, including a 15% su...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
