Global stagflation is here to stay

[Varun]

Don't believe the overly bullish global growth estimates. There's plenty of evidence that growth will slow and inflation will continue to accelerate, even if commodities back off their highs.

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One question we've been wrestling with lately is: "Where do we go from here?" – particularly as it relates to the commodity inflation you've been reading about for the last few months.

There's a compelling case that the boat has left the dock with regards to global inflation trends. As we've seen with accelerating "Core" CPI readings, particularly in Asian economies like China, Indonesia, and Thailand, companies globally are taking advantage of recent robust global growth trends and bullish growth forecasts to pass price increases through to consumers.