Les dépêches vendredi 21, la hausse des anticipations d’inflation ne passe pas inaperçue

Ce ne sera peut être qu’une flambée, mais le mot inflation commence a revenir dans les conversations et les opinions. Je ne fais pas de pronostic mais je vous propose une analyse de l’inflation et de sa fonction dans le système. lisez la et gardez la en tête. J’y reviendrai bien sur.

Editorial: et si on soulevait le voile de l'inflation on découvrirait que la fonction de l'inflation est de sauver l'ordre social. https://t.co/maa99sf2HJ via @wordpressdotcom
— bruno bertez (@BrunoBertez) August 20, 2020

Swiss Money Supply M3 (Y/Y) Jul: 3.8% (prev 3.1%)
— LiveSquawk (@LiveSquawk) August 21, 2020

Covid-19 : une mutation aurait rendu le virus moins virulent…https://t.co/tqwNs8ferQ via @LesEchos
— Richard Krieger (@Krieger66362259) August 21, 2020

#Fed balance sheet back >$7tn, giving investors the green light for further stock mkt gains as S&P 500 P/E trades in tandem w/ Fed balance sheet. pic.twitter.com/EPOZ0jAw2i
— Holger Zschaepitz (@Schuldensuehner) August 21, 2020

[CNBC] U.S. stock futures rise as Wall Street tries to end a record-setting

U.S. Real Yields Fall To Record-Low While Inflation Expectations Rise.

Something has to give pic.twitter.com/LNSpGjv7l8
— Daniel Lacalle (@dlacalle_IA) August 21, 2020

Spain 🇪🇸

Around 25% of Spanish businesses are in technical bankruptcy according to the Bank of Spain, Europa Press reports
— Daniel Lacalle (@dlacalle_IA) August 21, 2020

I think we can finally end the V-recovery discussion.#recession #Crisis https://t.co/aXt6h8kfJy
— Tuomas Malinen (@mtmalinen) August 21, 2020

The latest IHS Markit Flash France PMI pointed to stalling growth momentum in the private sector during August. After July's sharp expansion in activity, the latest increase was modest. Read more: https://t.co/ptsGYxpPJZ pic.twitter.com/HfmNa3UgmD
— IHS Markit PMI™ (@IHSMarkitPMI) August 21, 2020

[CNBC] U.S. stock futures rise as Wall Street tries to end a record-setting

week on a high note

[Reuters] Record-breaking stocks take a breather, data weighs on dollar

[Reuters] Dollar loses out, yuan soars amid doubts about U.S. economy

[CNBC] Report finds $50 billion of cryptocurrency moved out of China hinting at capital flight against Beijing rules

[Reuters] Amid heightened tensions, Taiwan tells China not to underestimate its resolve

[Bloomberg] Trump Threatens Tariffs for U.S. Companies That Won’t Move Jobs Back

[Bloomberg] The Blackout Trade: How a Power Market Went Dark in California

[Bloomberg] China Just Killed Its $491 Billion Private Loan Market