In today’s briefing:
- CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up
- Inflation Watch – Is goods-flation a bigger issue for the BoE and the ECB than the Fed?
CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up
- Li Auto / In Depth: Mega blunder adds to Li Auto’s troubles as Huawei rivalry hots up
- Insights /Overcapacity: could be repurposed as ‘Chinese Marshall Plan,’ expert says
- Credit /: China’s credit demand sluggish as economic sentiment sours, expert says
Inflation Watch – Is goods-flation a bigger issue for the BoE and the ECB than the Fed?
- With the release of freight rate data earlier today, there are still good reasons to believe that goods inflation will arrive throughout the summer across USD, EUR and GBP inflation.
- While the exact impact and lags of rising containerized freight prices are yet to be discovered, it’s possible to study which markets will be hit hardest should goods inflation rise through a simple “what-if” study.
- The increase in freight rates seem to have cooled a bit compared to April / early May, but we are still placed around 3-5% in weekly increases across the key routes globally, and the current “no news from Gaza” scenario leaves few arguments as to why the increase should suddenly stop over the coming months, especially given the futures curve hinting at substantially higher freight rates.
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